Summary Financial Planner - Personal Finances in the Lower Mainland–Southwest Region
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Find key facts and figures about working as a financial planner - personal finances. The following information is applicable to all Financial advisors (NOC 11102).

Description

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, or they may be self-employed.

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Requirements

University

This occupation usually requires a university degree (bachelor’s, master’s or doctorate).

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Wages

$37.50/hour

Median wage in the Lower Mainland–Southwest Region

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Prospects

Moderate

The job prospects are fair in the Lower Mainland–Southwest Region

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Jobs

24 jobs

advertised in the Lower Mainland–Southwest Region

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Competencies

  • Digital Literacy
  • Management of Financial Resources
  • Monitoring
  • Decision Making
  • Systems Analysis

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