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 an Associate your primary role is to enhance current client relationships, gather new clients and build revenue for you and your team.
By this point you should have a good idea of where you want to go. Do you enjoy the sales process? If so, you may want to consider going it alone as a Broker or Sales Representative. Be sure to review your performance in terms of new clients and your frequency of bringing them in. How confident do you feel? What client sectors can you tap into? Maybe you’re not as fond of sales as you thought you were? Do you like numbers and planning? Taking additional courses in Financial Planning might be an option or considering a switch to Research or Trading.
Continuing Education courses are mandatory to maintain your license. Financial Planning courses, such as the Wealth Management or Investment Management Techniques, Technical Analysis and Insurance Licensing will enhance the skills you bring to the table. 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
Become a sponge for knowledge. Learn all aspects of the business, nothing is too menial. If you can cover or help out other members of the team when the crunch is on (especially on the administration side) you will be well looked after when you need them.
Revenue enhancing ideas will always increase your bottom line. Researching stocks or mutual funds for purchase or switch opportunities is a great way to show your initiative. Taking on revenue-generating projects from inception to completion will give you confidence in your ability to lead. Ideas regarding new client sectors, marketing and client seminars, etc. can also be a credit your reputation.