Post: #1

Is anyone knowledgeable on the position as a Financial Advisor? I was recently offered this position and I have no idea about the position, totally surprised I was given the opportunity. Is it worth it? I'm taking a gap year and would it be a good job for a year?

Post: #2

Offered by who? Where in Canada are you? Do you work out of a building? Or is it a location independent role?

Post: #3

(01-04-2013 09:36 PM)Moma Wrote:  Offered by who? Where in Canada are you? Do you work out of a building? Or is it a location independent role?

I'm in Vancouver. My mother's friend referred me to her old employer HR department (unbeknownst to me) after reading one of my essays and my notes.

I think following completion of the CSC(which they would pay and I would be paid salary) they would formally hire me and put me working out of a building until I can prove to them I can work location independent (which would probably take 2-3 years)

I'm completely shocked they're offering the opportunity to me, I have only completed a few college courses and just have an enhanced high school diploma. I don't feel like committing for so long, as this gap year I'm taking is meant to only be a year of self improvement for myself. But if the opportunity is very good I don't think I should pass up on this opportunity.

Post: #4

I interned for a while for one of the best Wealth Management companies on Wall St working with only Financial Advisors and Brokers so I can give you a pretty good description of how a Financial Advisor's (FA) job is. For privacy purposes I wont give too many descriptive details publically but I'll be much more able to give you a better idea via PM which I'll send shortly.

Post: #5

(01-04-2013 10:02 PM)Emancipator Wrote:  

(01-04-2013 09:36 PM)Moma Wrote:  Offered by who? Where in Canada are you? Do you work out of a building? Or is it a location independent role?

I'm in Vancouver. My mother's friend referred me to her old employer HR department (unbeknownst to me) after reading one of my essays and my notes.

I think following completion of the CSC(which they would pay and I would be paid salary) they would formally hire me and put me working out of a building until I can prove to them I can work location independent (which would probably take 2-3 years)

I'm completely shocked they're offering the opportunity to me, I have only completed a few college courses and just have an enhanced high school diploma. I don't feel like committing for so long, as this gap year I'm taking is meant to only be a year of self improvement for myself. But if the opportunity is very good I don't think I should pass up on this opportunity.

It sounds great. I don't think there is ever anything wrong with learning how to manage other people's money or having that as a job option (I do stand open for correction by more seasoned pros).