Financial Advisor Canada Job

I am planning to move to Australia. I am from Canada. I done my financial studies from Canada. I was a financial adviser in Canada. I done marketing there too. Is there any scope for these trades like marketing, finance, accounting etc. I also wanna know about the city which is booming better as compare to rest of the cities in Australia.

to immigrate to australia you must be skilled and experienced in an occupation listed as needing workers, also pass the points test

2009-08-26 04:37:30 by Mohit G

Koreann is one of ATB Investor Services top advisors, and a former Mrs. Canada. Learn how she was able to make a career change to something she ...

I am currently a student at BCIT and still not sure what path to choose. What kind of job will I find with the diploma of Financial Managment Programm? Will it be an entry level position only or I will be able to find something decent, like Junior Accountant? Too many questions!!! And also about Professional Advisor! Where to find, how much will it cost... Thanks

if u have a foreign degree, but wish to become a cdn accoutant, try to enrol in the Cdn CMA and CGA accouting programs

in the long run, i think being a cma or cga is much better for you financially than to finish the financial mgmt program at bcit

2009-07-15 10:11:50 by Nata

My mom grew up very poor, and was used to living with very little. She managed to find a decent job upon graduating from university (uni was paid by the government where she came from) and started making more money. After moving to Canada, she and my dad made enough to buy a house and start a family.

Fast forward 19 years later. Dad's out of the picture, paying 300 a month and not a penny more. Mom's still working and my sister and I live with her. We have middle-class life, but the problem is...my mom doesn't know how to deal with money. Being poor growing up means that she never learned money management skills, and now we are 20,000 dollars in debt. Our bills are completely scattered around the apartment, some paid, some not. She has a little bit of a short term memory problem after a car accident we had two years ago, so she's constantly forgetting to pay bills. We're getting mail from our phone company threatening to shut of our service, simply because she forgets to pay. I could go on but you get the idea.

I want to help. I'm 19, and moving out next year, but I can't leave her in this mess. Everytime I suggest getting a financial adviser or accountant to help put our finances in order, she says we don't have the money to pay for that and we simply need to sit down and do it ourselves. But how?? When?? She's always working. What I do to get ourselves out of this hole? How can I convince her that we need help without hurting her feelings? I love my mom, and I know she's doing the best she can, but something needs to be done.

Organizing bill payment is fairly easy -- what matters is her commitment and your organization & discipline.

(1) First get organized: You'll need a (small) area that you can put the "organizing stuff" in and keep it organized. I recommend three baskets (or boxes); labeled PERSONAL MAIL, JUNK MAIL, & RECORDS/KEEP. Plus two accordion files -- the solid, sturdy kind, pre-labeled with the months of the year (one slot for each month) Label one file PAID BILLS and the other UNPAID BILLS.

(1) Priority one: sort the mail -- all of it every day: Open everything that looks like it might be a bill. If it is, put it in UNPAID BILL accordion file for the month when do. Write it down on a running list: AMOUNT, DATE DUE, PAYABLE TO. Sort the other mail (unopened if it is not yours) into the other boxes...if in doubt, put it in the RECORDS/KEEP box.

(2) Priority two: Pay bills one a week and on pay day. Look at your list. Take the bills out of the UNPAID folder of the current month and pay them in order of importance & amount. Write the amount paid, date & how paid (check #, online, etc) on the bill and then file it in the PAID BILLS file for the month in which you paid it. Cross the bill off the written list. Start small...establishing the habit(s) is MUCH more important than "finishing" or "getting it all done."

(3) Priority three: On pay day, prioritize your list. How much do you have...how much do you owe now...how much do you need to pay next week & next month.

(4) Priority four: Clean up and organize the "mess" from the past. My general recommendation is to "scan" for current/unpaid BILLS to add to the UNPAID folder and as you find other items add them to SEPARATE boxes labelled OLD PAID BILLS, OLD PERSONAL MAIL, OLD JUNK MAIL, & OLD RECORDS/KEEP. (That way you know what is part of the old "process" and what has been organized from the start)

2009-03-25 12:23:25 by Rosa D

I work for a Mortgage Broker In Canada, and we are going to be regulated by the Securities Commission soon, just like financial advisors. This is to cut back on the number of illegitamite brokers out there. I am the admin assistant, I will not be required ro register, as I don't sell mortgages. Will my boss need to submit my name however in some kind of staff list? Could the Comission have demands such as all employees, even not registered ones must complete background and credit checks? Or will the commission even need to be aware of me, have nothing to do with my employment.

In most regulated industries, the regulated business does not necessarily give a list of employees to the regulating authority (hereafter referred to as "RA"), however, the RA can ask for that information if they are investigating something specific.

Generally speaking, employees of a regulated business have to be trained on how to do their jobs in a way that satisfies the regulations. The RA does not tell the business how to do that ... the RA just says do your business in a way to meet these regulations, but you figure out HOW to do that.

One of the things that RAs usually want businesses to do is to document processes & procedures that they use so they can show how their work meets the regs. And they have to show that they've trained their employees on these documented processes & procedures. The covered business may have to send in a report periodically to the RA showing that they are following the rules, and in some industries there may be a periodic scheduled inspection by the RA where they review the documentation at a business to verify that they are following the regs.

So ... will your name show up on a list somewhere that the RA can see? It's possible. Is the RA going to do a background check on you just because they saw your name on a list? No, they don't care that much about you ... they just want to see a document that says "Jane Doe, employee, was trained on regulation processes & procedures XYZ on this date". That way they get a warm fuzzy that everybody is following the rules.

And being a two-edged sword, that also gives the RA ammunition to hammer down on the regulated business if there is a problem in the future ... the business can't claim ignorance if they've already told the RA that they trained all staff on regulations, see what I mean?

Typically, rank-n-file staffers dont' get in trouble from the RA for human error or honest mistakes ... but they can get in trouble if they intentionally do something that they knew (due to previous training) was against the rules.

So ... to more directly answer your question ... it is likely that there will be an increase in paperwork for you, but not too much else should change.

Hope this helps :-)

2009-10-09 10:38:41 by Mandy

My dad has MA at accounting.. He used to be financial advisor back home, Iran, now since he doesn't know anyone in Vancouver Canada he is unemployed.. Anyone know a website that he can work online? Or any where hiring? I don’t mean job searching online because He sent resume to ALL the job agencies but no result.. He is so smart and has over 30 years experience in finance

I applaud your efforts on the behalf of your father.

The fact is, if dad has the experience he will get a job eventually.

I can see some problems though. I realize math is a universal constant and therefore to some extent so is accounting. BUT I would also figure that having 30 years experience in Iran may not be immediately trade-able in Canada. I would imagine that rules and regs are different.

TFTP

2006-07-12 15:25:14 by Princess Jasmine