FINANCIAL ADVISORS 💵
Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients’ objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms,
Source : National Occupational Classification
Source : National Occupational Classification
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TITLES:
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EMPLOYMENT REQUIREMENTS:
To work and apply for a job as a Financial advisor in, Canada
- A bachelor's degree in business administration, commerce, economics or a related field is usually required.
- The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
- To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
PROFESSIONAL LICENSING:
If you have completed education or training outside of Canada, you may need to have your credentials evaluated to determine if they are equivalent to Canadian standards.
Manitoba
Regulated
Regulatory body: Manitoba Securities Commission, Real Estate Division
New Brunswick
Regulated
Regulatory body: Financial and Consumer Services Commission
Québec
Regulated
Regulatory body: Organisme d’autoréglementation du courtage immobilier du Québec
Regulated
Regulatory body: Manitoba Securities Commission, Real Estate Division
New Brunswick
Regulated
Regulatory body: Financial and Consumer Services Commission
Québec
Regulated
Regulatory body: Organisme d’autoréglementation du courtage immobilier du Québec
Land Your Dream Job
STEP ONECreate your Resume (CV) and Cover LetterUpdate your resume and cover letter to our Canadian standards, and highlight the skills and experience relevant to the job before applying.
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STEP TWOApply for Jobs with the Canadian Job BankIdentify the companies in your industry that are actively seeking workers by checking their job postings
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STEP THREEReview and Practise Job Interview QuestionsPractice your interview skills before getting a interview. Be ready to answer questions about your experience and skills.
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- Consider taking courses or upgrading your skills: If you need to upgrade your skills or learn new ones, consider taking courses or attending training programs. This can make you more competitive in the job market.
- Networking is an important part of the job search process in Canada. Join professional associations, attend industry events, and connect with other professionals in your field.
- Consider volunteering or taking on internships to build your network and gain important work experience.
- Stay organized: Keep track of the jobs you've applied for and the companies you've contacted. This can help you stay organized and avoid missing any opportunities.