Summary Wealth Advisor in Canada
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This occupation includes job titles whose primary duties and responsibilities lead to positive environmental outcomes. Job Bank uses a list of occupations that were identified as "green" through a task-based analysis conducted by the United States’ Occupational Information Network (O*NET), which was recognized by the Organization for Economic Cooperation and Development (OECD) and adapted to the National Occupational Classification (NOC) in Canada. This list may change over time. Learn more.

Find key facts and figures about working as a wealth advisor. The following information is applicable to all Financial advisors (NOC 11102).

Description

Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients’ objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms, or they may be self-employed.

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Requirements

University

This occupation usually requires a university degree (bachelor’s, master’s or doctorate).

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Wages

$35.00/hour

Median wage in Canada

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Prospects

Varies

The job prospects vary across Canada depending on the province or territory.

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Jobs

454 jobs

advertised in Canada

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Competencies

  • Digital Literacy
  • Management of Financial Resources
  • Monitoring
  • Decision Making
  • Systems Analysis

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