The Investment Advisor’s job is to discover a client’s personal, financial, and risk tolerance profiles to identify investments and strategies suitable to the unique needs of a client. Using an understanding of the capital markets and product knowledge, the Investment Advisor has the ability to connect the client profile to the development and implementation of a customized investment policy statement to accomplish the client’s goals.
Registered Representative, Financial Advisor, Wealth Advisor, Investment Executive
Earning potential can potentially exceed the maximum stated based on commission and fees for the individual Investment Advisor’s performance and place of employment.
Avg Salaries from Canadian job sites.
Below are the courses and credentials required and/or recommended for this career.
Investment Advisors Training (IAT) (Satisfies 90 day training requirement)
Derivatives Fundamentals Course (DFC) (If dealing in Futures)
Derivatives Fundamentals and Options Licensing Course (DFOL) (If dealing in Options)