This article will be useful to read because it will help you know more about the job of financial planner and what this career looks like and how they can be useful to our society. I'm eager to write about it because I want to do this job in the future, and I'm curious about a lot of things that we require to get this job.
Https://macleans.ca/sponsored/financial-planning-as-a-career/
Financial planners determine how their clients can meet lifelong financial goals through management of resources. They have to make sure to do the right things based on the clients request and situation. Financial planners have to be in good terms with the clients if they want to have success in the profession.
They will have meetings with clients, where he will establish a game plan with them for their financial goals. He will also have to make report to his superiors to make sure they know your progress, and you will have to meet their expectations on a daily basis
Financial planners can work for a bank, an assurance company ,or they can be self-employed too. They work in an office because their job is to call people and attend meetings(virtual or in person).
In Quebec, you will need a baccalaureate degree in business management and a financial planner certificate that you can get at university.
The minimum is $50 000/per year range and the maximum is $125 000/per year. Also, the reward to really help someone is priceless.
After your three years at university, it's mostly an on-the-job-training, and you need to keep you informed, because you always have to know all the options possible for the client and analyse all the possibilities.
There is a lot of stress at the beginning because you have to make a solid client's base. It can be rough time if you struggle to have clients ,and it's also not easy to satisfy the exigences of your boss. It's really a stressful position to occupy.
The chances are low because it's a job with many social interactions that requires empathy and help people personally so the robots won't be able to know all the things that the clients need.
They can retire around the age of 60 years old. It depends, because it varies for each planner because you can do this job for a long time because it doesn't require physical work because you sit in your office for all your working days. I know someone who still works as a financial planner at the age of 81 years old because he still loves his job, and he is in good shape.
If you want to be a financial planner, you will need three years of study in business management. You will also need a lot of skill in communications to help the clients achieve his financial goals. You have to be good with numbers too. You need to love your profession because only if you love your job, you will be at your best in life.
Rationale: to inform or educate
Authority: research journal
Date: still relevant
Accuracy: probably true
Relevance: relevant for this document
Sources: cites sources
Rationale: to inform or educate
Authority: research journal
Date: still relevant
Accuracy: probably true
Relevance: relevant for this document
Sources: cites sources