HOW TO GET THERE
Typical pathway
A typical path starts with high school courses in math, business, economics, and communications, along with any co-op or part-time work in customer service or office settings. Many people then complete a college or university program in business, finance, economics, or a related field, though some employers may value different combinations of education and experience. Early experience in banking, sales, administration, or financial services can help build client service and market knowledge. The exact training, registration, or other requirements can vary by employer, province, and the specific role.
THE WORK
What you may do
Legacy duties
- Develop long-term relationships with their clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios
- Review financial periodicals, stock and bond reports, business publications and other material, and develop a network within the financial industry to gather relevant information and identify potential investments for clients
- Carry out investment orders by buying and selling stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers or companies such as banks, trust companies and insurance firms
- Monitor clients' investment portfolios and ensure that investment transactions are carried out according to industry regulations.
SKILLS TO BUILD
Skills used in this Career
Financial computer programsInternational trade financeLegal aspects of international tradePresentation skills