{"id":7777,"date":"2021-07-29T13:02:53","date_gmt":"2021-07-29T13:02:53","guid":{"rendered":"https:\/\/inside.rotman.utoronto.ca\/career-services\/?page_id=7777"},"modified":"2023-10-16T13:55:23","modified_gmt":"2023-10-16T13:55:23","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/inside.rotman.utoronto.ca\/career-services\/financial-services\/","title":{"rendered":"Financial Services"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row content_width=&#8221;grid&#8221; css=&#8221;.vc_custom_1446025817562{padding-top: 71px !important;padding-bottom: 80px !important;}&#8221;][vc_column]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>General Requirements<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Background or strong interest in economics, business and\/or finance<\/li>\n<li>Demonstrated interest and passion for financial services industry<\/li>\n<li>An understanding of financial markets and an interest in a long-term career in financial services<\/li>\n<li>Track record of leadership and excellence in academic and extracurricular activities<\/li>\n<li>Ability to work in teams and independently<\/li>\n<li>Ability to work in a fast paced matrix environment<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Skills required<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Well-rounded individuals with a track record of outstanding academic achievement and\/or work-experience<\/li>\n<li>Demonstrate leadership through diverse extracurricular activities<\/li>\n<li>Strong verbal and written communication skills to convey information and ideas and influence others into action<\/li>\n<li>Ability to work effectively in a team environment and develop strong working relationships with clients, business partners and other stakeholders<\/li>\n<li>Proven ability to deal with ambiguity and respond with a flexible and adaptable approach<\/li>\n<li>Strong client-service orientation<\/li>\n<li>Given the international nature of Financial Services Institutions, fluency in a second language is an asset (not required)<\/li>\n<li>Desire to learn and an eagerness to make a meaningful contribution<\/li>\n<li>An understanding of financial markets and trends, global and regional<\/li>\n<li>Advanced Excel skills<\/li>\n<li>CFA designation to demonstrate technical skills, as well as interest in the field<\/li>\n<li>CSC for some advisor roles<\/li>\n<li>FRM for risk roles<\/li>\n<li>For Capital Market roles, GPA is important. Others depend on the function\/area of the institutes<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Type of Jobs<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Investment Banking<\/li>\n<li>Sales &amp; Trading<\/li>\n<li>Equity Research<\/li>\n<li>Risk Management<\/li>\n<li>Corporate Banking<\/li>\n<li>Commercial Banking<\/li>\n<li>Internal Strategy<\/li>\n<li>Business Analysis<\/li>\n<li>Internal Audit<\/li>\n<li>Marketing<\/li>\n<li>Human Resources<\/li>\n<li>Rotational Programs\n<ul>\n<li>Wealth Advisor Program<\/li>\n<li>Financial Markets Rotation Program<\/li>\n<li>Graduate Leadership Program<\/li>\n<li>Technology Leadership Program<\/li>\n<li>Finance Management Development Program<\/li>\n<li>Marketing Associate Program<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Technical Preparation\/Knowledge Building<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Market knowledge \u2013 know current business events in local and international markets and understand the effect on financial services<\/li>\n<li>Understand the structure and different lines of business<\/li>\n<li>Rotman Curriculum (see Rotman Electives Guide)<\/li>\n<li>Major \u2013 Investment Banking\/Risk Management &amp; Financial Engineering\/ Funds Management<\/li>\n<li>For Capital Markets, should participate in all the Banking competitions through the RFA<\/li>\n<li>CFA Designation<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Internal Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Rotman Finance Association \u2013 RFA<\/li>\n<li>Rotman Asset Management Association \u2013 RAMA<\/li>\n<li>Rotman Risk Management Association \u2013 RRMA<\/li>\n<li>Rotman Business Design Club \u2013 BDC<\/li>\n<li>Rotman Marketing Association \u2013 RMA<\/li>\n<li>Rotman Business Technology Association \u2013 BTA<\/li>\n<li>Rotman Management Consulting Association \u2013 MCA<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><a href=\"https:\/\/www.rotman.utoronto.ca\/FacultyAndResearch\/BIC\"><span data-contrast=\"none\">Milt Harris Library<\/span><\/a><span data-contrast=\"none\">\u202f&gt;\u202f<\/span><a href=\"https:\/\/www.rotman.utoronto.ca\/FacultyAndResearch\/BIC\/Career-Guides\"><b><span data-contrast=\"none\"><span data-ccp-charstyle=\"Hyperlink\">Career Guides<\/span><\/span><\/b><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"none\">Milt Harris Library &gt; Research and Databases &gt; <\/span><a href=\"https:\/\/www.rotman.utoronto.ca\/facultyandresearch\/bic\/research\/databasesbysubject\"><b><span data-contrast=\"none\"><span data-ccp-charstyle=\"Hyperlink\">Databases by Subject<\/span><\/span><\/b><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<li><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>External Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Globe &amp; Mail, Wall Street Journal, Economist, Fortune, etc.<\/li>\n<li><a href=\"https:\/\/www.newswire.ca\/\"><span data-contrast=\"none\">Cision Newswire\u00a0 <\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.newswire.ca\/%22%20%EF%B7%9FHYPERLINK%20%22https:\/\/www.bot.com\/\"><span data-contrast=\"none\">Toronto Region Board of Trade<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"none\">Corporate Finance Institute (<\/span><a href=\"https:\/\/corporatefinanceinstitute.com\/resources\/career-map\/\"><span data-contrast=\"none\">CFI) Career Map<\/span><\/a><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"none\">Canadian Securities Institute <\/span><a href=\"https:\/\/www.csi.ca\/en\/explore\/career-map\/individual\/\"><span data-contrast=\"none\">(CSI) Career Map<\/span><\/a><span data-contrast=\"none\">\u00a0\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row content_width=&#8221;grid&#8221; css=&#8221;.vc_custom_1446025817562{padding-top: 71px !important;padding-bottom: 80px !important;}&#8221;][vc_column][vc_empty_space height=&#8221;30px&#8221;][vc_column_text] Background or strong interest in economics, business and\/or finance Demonstrated interest and passion&#8230;<\/p>\n","protected":false},"author":746,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full-width.php","meta":{"footnotes":""},"class_list":["post-7777","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/users\/746"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/comments?post=7777"}],"version-history":[{"count":10,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7777\/revisions"}],"predecessor-version":[{"id":9517,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7777\/revisions\/9517"}],"wp:attachment":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/media?parent=7777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}