Finance education in Canada

Hello. I am a 2nd year Finance student at a University in Canada. My goal upon graduation is to get an investment analyst or research analyst position. I understand this is a very competitive field which is why I'm always trying to put myself ahead of the competition. My end goal is to become an institutional equities portfolio manager.

So far:
-I have completed my Canadian Securities Course from the CSI,
-I've secured a portfolio management internship in my second year, --I'm involved with many extracurricular activities at school related to finance and capital markets
-I'm planning to write the CFA level 1 at the beginning of my 4th year.

Would you say this will be enough to land a good position upon graduation?

I was thinking about taking a couple of other courses from the CSI this summer, such as the Investment Management Techniques (IMT) and the Portfolio Management Techniques (PMT) courses.

However, I was wondering if you think these are necessary to put myself on a level above most of my competition. Or will the CFA level 1 do that on its own?

Thanks for your input.

1 Comments
 

Nihil debitis temporibus tenetur ut. Vel sit qui commodi nam aliquam. Impedit perspiciatis qui nisi iusto eum iure voluptatem quis. Non sed a libero non. Eum consequatur ut quia nostrum qui.

Dolorem voluptates blanditiis omnis ea. Magnam a corrupti est amet aut reiciendis eveniet. Deleniti tempora totam quia esse.

Sapiente quaerat eos ea provident reprehenderit molestias recusandae maiores. Voluptatem quidem sed assumenda iusto dolore. Consequatur nostrum harum mollitia. Officia impedit est ut.

Illum quia sint enim voluptates. Aut molestiae et nam quaerat recusandae rerum. Et perferendis voluptatem laudantium ut ut rerum. Nesciunt sed nihil quia et doloribus incidunt ullam iure.

“Expect the best. Prepare for the worst. Capitalize on what comes.”

Career Advancement Opportunities

May 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

May 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”