Financial Services – Client Services (FSA)

Starts in September

Campus

Newnham

Duration

4 Semesters (2 Years)

Credential Awarded

Ontario College Diploma

School

Seneca Business

Program and course delivery

This program is offered in Seneca's hybrid delivery format with some courses available in Seneca's flexible delivery format. Some coursework is online and some must be completed in person. Students will need to come on campus to complete in-person learning requirements. For courses offered in the flexible delivery format, professors use innovative learning spaces and technology to teach students in a classroom or lab and broadcast in real time to students attending remotely. In flexible courses, students have the choice of coming on campus or learning online.

About the Program

This two-year diploma program prepares you for entry-level roles on the front line of the financial services industry.

You will learn fundamental business principles and practices that will allow you to provide financial advice related to day-to-day banking, credit and mutual fund investments. You will have the opportunity to complete industry-demanded courses that will open career opportunities in the investment and property and casualty insurance industries. In addition to the customer service training that you will receive as part of this program, you will choose further courses in one of four areas (emotional intelligence, business ethics, negotiation strategies, or intercultural behaviour and communication) to enhance your professional skills.

Skills

Throughout this program you will develop the following skills:

business administration
communication
computer literacy
customer service
negotiation
presentation skills
problem solving
relationship building

Program Availability

Learn more: Seneca’s program delivery options and how courses in this program will be delivered each term.

Canadian Applicants
International Applicants

Start in	Location	Availability
Sept. 2025	Newnham	Open

Start in	Location	Availability
Sept. 2025	Newnham	Open

International students: review Post-Graduation Work Permit (PGWP) eligibility before choosing program and course delivery.

Please note that availability is subject to change and a seat is not guaranteed.

Your Career

Graduates of the program can explore the following career options:

client service associate
customer experience associate
personal banking associate
inbound and outbound call centre officers
personal banking associate
financial services representative

Professional Certification

As a successful graduate of this program, you will be eligible to:

complete the Canadian Investment Funds Course (CIFC®) and meet the proficiency requirement for mutual fund licensing
complete the Insurance Institute Principles and Practice of Insurance Course, the stepping stone to the Chartered Insurance Professional (CIP®) designation

Pursuing these certifications requires additional examinations, all of which involve additional costs.