Job requirements Portfolio Manager in Canada
Green job Help - Green job - Help

Green job - Help

This occupation includes job titles whose primary duties and responsibilities lead to positive environmental outcomes. Job Bank uses a list of occupations that were identified as "green" through a task-based analysis conducted by the United States’ Occupational Information Network (O*NET), which was recognized by the Organization for Economic Cooperation and Development (OECD) and adapted to the National Occupational Classification (NOC) in Canada. This list may change over time. Learn more.

Find out what you typically need to work as a portfolio manager in Canada. These requirements are applicable to all Financial and investment analysts (NOC 11101).

Employment requirements

This is what you typically need for the job.

  • A bachelor's degree in commerce, business administration, accounting, finance or economics and on-the-job training and industry courses and programs are usually required.
  • A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
  • The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.
  • Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.

Source National Occupational Classification

Professional certification and licensing

You might need to get a certification from a regulatory authority before you start working. Find out if this occupation is regulated and contact the regulatory authority to learn about the certification process.

Manitoba

Job title Futures Contracts Portfolio Manager (commodities)
Regulated
Job title Portfolio Manager
Regulated

Saskatchewan

Job title Portfolio Manager
Regulated

Source Foreign Credential Recognition Program - ESDC

Do you want to work in another province or territory?

If you are already certified to work in a regulated occupation in your province or territory, it will be easier for you to have your certification recognized in another province or territory. See the Workers Mobility's website to learn more.

Labour Market Information Survey
Date modified: