Overview
Insurance, real estate and financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance, mortgage, real estate and investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives. They are employed by insurance companies, real estate firms, stockbrokers, investment dealers, mortgage brokers and security and commodity exchanges.
This group performs some or all of the following duties:
Insurance managers
Plan, organize, direct, control and evaluate the operations of an establishment or department that provides automobile, fire, life, property or other types of insurance services.
Real estate service managers
Plan, organize, direct, control and evaluate the operations of an establishment or department that buys, sells and leases residential and commercial properties for clients.
Mortgage broker managers
Plan, organize, direct, control and evaluate the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage.
Securities managers
Plan, organize, direct, control and evaluate the operations of an establishment or department that buys and sells stocks, bonds and other forms of investments on behalf of individual or institutional clients and manage the investments of their own clients.
Employment prospects
Annual salary
$72,204
$106,950
$203,221
Job openings
Use this interactive map to explore job openings in different regions across B.C.
Strong job outlook
British Columbia
1,831expected job openings (5-year forecast)
Education and training
Employment requirements
A university degree or college diploma in business administration, economics or other related field is usually required.
Several years of experience within the appropriate industry are usually required.
Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required.
Additional information
There is no mobility between the different types of managers in this unit group.
Progression to senior management positions is possible with experience.
Certification requirements
Optional: The following certifications are optional to practice as Securities managers in B.C.
- Chartered Financial Analyst® (CFA®) - Securities Managers
- Certified Financial Planner® (CFP®) Certification - Securities Managers
- Chartered Investment Manager (CIM ®) - Securities Managers
Chartered Financial Analyst® (CFA®) - Securities Managers
To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements.
Employment as a securities manager may additionally require several years of related work experience.
Certified Financial Planner® (CFP®) Certification - Securities Managers
Confirm with the certifying body that your intended program qualifies you for this certification.
To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience.
Employment as a securities manager may additionally require several years of related work experience.
Chartered Investment Manager (CIM ®) - Securities Managers
To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.
Employment as a securities manager may additionally require several years of related work experience.
Work Experience
Work experience recommended
Post-secondary programs in B.C.
Explore programs related to this career offered at post-secondary institutions in B.C.