Summary Personal Investment Advisor in the Kitchener–Waterloo–Barrie Region
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Find key facts and figures about working as a personal investment 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

$31.25/hour

Median wage in the Kitchener–Waterloo–Barrie Region

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Prospects

Moderate

The job prospects are fair in the Kitchener–Waterloo–Barrie Region

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Jobs

7 jobs

advertised in the Kitchener–Waterloo–Barrie Region

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Competencies

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

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