CAREER STRATEGIES
Writing your Resume
You only have a couple of seconds to catch the eye of your prospective employer before your resume lands in the reject pile. Writing a professional resume tailored to your audience is essential.
> Read More about Writing Resumes
> View Sample Branch Administrator Resume
> View Sample Branch Manager Resume
> View Sample Entry Level Resume
Interview Preparation
A good first impression makes all the difference. Read about the dos and don'ts of interviewing.
How to Resign
Resigning from a position is a stressful situation for all parties involved. Learn how to exit your current position professionally and courteously.
MY FINANCIAL CAREER PATH
As a Sales Assistant you are the go-to person on any large investment team. All aspects of client service, administration, trading and operations are usually initiated from this role. Your primary responsibility is the care and maintenance of the existing client base. You are there to enable the sales team to focus solely on revenue producing activities.
While working as a Sales Assistant you can position yourself as an Associate Broker, working more closely in revenue-producing marketing activities for the sales team, or you can make the jump to sales within a Sales Representative or Broker role. Insurance Licensing or Financial Planning courses will also add depth to your career.
You will learn from speaking with a Blue Chip Recruiting representative what courses you need to get to the career you want. For a head start go to:
> www.csi.ca - Canadian Securities Institute Global Education Inc.
> www.ifse.ca - Investment Funds Institute of Canada
> www.iiroc.ca - Investment Industry Regulatory Organization of Canada
Continuing Education is part of the IR role, as it's required by the IIROC/ MFDA to keep your license up to date. You may also want to consider taking courses such as the Branch Manager's course and the Partners, Director's and Officer's Courses. By doing so you will keep your options open in the event a management position opens up. The extra education will position you to take advantage of this opportunity.
Unfortunately sometimes you have to change companies to get a raise. It can be difficult for large organizations to give employees substantial raises to balance salary levels with market levels. If you are participating in a bonus structure you may want to look for ways to enhance revenue. Helping out with phone calls, increasing client appointments or looking for new clients can help. Annual discussions with your supervisor regarding compensation and advancement should be automatic - remember it's all about you! Taking courses such as Financial Planning or Insurance courses will also help.