Finance - A Career Overview

It is important to understand that employers hire people, not degrees. The skills and knowledge you develop as a result of your education, as well as in your work and community activities, have the greatest impact on hiring decisions. Listed below are some specific knowledge and transferable skills you will acquire as a result of your university education and your focus on Finance.

Specific Knowledge Skills

  • Knowledge of the ways in which global economic situations can change options/circumstances and the implications these variables can have on financial planning and decision making
  • The skills to analyze business and financial risk and evaluate investments options using mathematical and numerical models
  • The ability to synthesize and analyze business/financial options including financial components, resources, market trends, business requirements and new opportunities
  • An understanding of how to effectively forecast/explain trends using financial/economic factors
  • The skills to study data for the purpose of establishing causes and effect or co-relational relationships
  • Knowledge of how to construct systems and models to simulate situations for planning/analysis

Valuable Transferable Skills

Information-gathering and Communication Skills

  • The skills required to identify and access a wide range of relevant information and resources
  • The ability to compile and organize facts and information and to comprehend and apply new and/or unfamiliar information to different situations and settings
  • Skills in preparing interesting, creative and informative presentations which target diverse audiences
  • The ability to develop attractive/effective reports, presentations and materials using current technology

Thinking, Planning and Organizational Skills

  • The ability to learn, understand and interpret information and apply knowledge to new situations
  • The ability to set priorities, meet deadlines and effectively plan/manage time, data and resources
  • Problem-solving skills and the ability to make well-reasoned decisions, think creatively and search for, identify and consider all sides of an issue
  • Skills to effectively analyze and interpret a wide range of information and data to discuss, support and/or reject ideas, opinions, reports, theories and proposals

Teamwork and Management Skills

  • Skills enabling you to work effectively as part of a team by identifying your role and contributing, through leading, teaching, motivating and/or encouraging others, to the success of the team
  • An understanding of how to successfully identify, plan and contribute to the goals of a project
  • The ability to oversee, supervise and/or contribute to a project from beginning to end including determining outcomes, planning details, making decisions, assigning roles and completing task

Career Options (Samples Only. Additional education, training or experience may be required.)

Retail/Commercial/Investment Banking

Associate Analyst
Bank Examiner
Branch Manager
Credit Analyst
Equity Capital Markets Professional
Hedge Fund Manager
Investment Banker
Investment Banking Analyst
Investment Manager
Loan/Mortgage Officer
Mergers and Acquisitions
Mutual Fund Manager
Portfolio Manager
Portfolio Strategist
Research Associate


Institutional Equity Sales
Institutional Equity Trader
Securities Analyst
Sell-Side Equity Analyst
Trader Broker
Venture Capitalist


Accounts Receivable Manager
Assets Manager
Associate Controller
Business Analyst
Cost Analyst
Finance Underwriter
Financial Analyst
Financial Auditor
Financial Planner
Financial Sales
Inventory/Operations Manager
Treasury Officer

Additional Jobs
For Additional Jobs, see Business Administration


The Financial Job Network -
Financial Advisors Association of Canada -
International Association for Quantitative Finance - IAQF -
Canadian Institute of Actuaries -
Canadian Mathematical Society -
Financial Management Association International -
Association for Women in Mathematics -
National Organization of Investment Professionals (US) -
Department of Finance Canada -
The Investment Funds Institute of Canada -
Financial Planning Standards Council -

Are you interested in learning first hand about the careers our alumni have successfully pursued? Connect with Laurier alumni through the Alumni Sharing Knowledge (ASK) program. Participating alumni represent a variety of disciplines, careers and industries.

In addition, the Career Centre has compiled Career Profiles from Laurier alumni. Read about their career paths and how their experiences have led them to their current roles.

This resource is available at the Career Resource Centre.

© 2020 Wilfrid Laurier University - Orbis Career / Co-op Portal Professional v3