Have you always been interested in providing others with sound financial advice? Do you enjoy identifying sound investment decisions to help grow a portfolio over the longer term? If so, your interest and personality may be a good fit for wealth management. With the share of wealth/retail client segments as a % of total asset …
About Tamara: In addition to more than 10 years of wealth management experience, Tamara holds the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM®) designations and has obtained the Life License Qualification Program (LLQP). She is currently a Senior Portfolio Manager at TD Wealth Private Investment Counsel, one of Canada’s largest private client money management firms. One of …
It’s insane that we’re never taught about negotiations in classes, given how much we actually need it for important milestones in our lives, such as promotion and salary raise discussions. Just like interviewing, networking, or knowing what to do to get the promotion, negotiations are part and parcel of life, especially when managing your career. Practicing and learning …
The global COVID-19 pandemic has certainly made job search trickier than it already is. If you are looking for a new job during this year, here’s a master list of top job hunting tips to maximize your chances of a job offer. Best of luck! How COVID-19 has impacted job postings globally Before commencing your …
There are at least 3 million professional accountants around the world. This isn’t surprising considering how vital the accounting industry is to our society, from small businesses, large corporations and even governmental organizations. If you’re interested in pursuing accounting as a career, you’ll find a broad range of opportunities. From working for one of the …
Finance is often seen as a lucrative career option, but there is more to it than money. This line of work is incredibly varied and rewarding, meaning it can appeal to many different people with a range of talents. A good grasp of numbers is key to working in finance, and if you have this …
Did you know that in certain situations, the Investment Management Certificate (IMC) can be more suitable than taking on the CFA exams? With over 5,000 exams sat each year, IMC is the most widely-recognised and established qualification of its kind in the UK. The IMC has been used by investment professionals for 25 years, and …
With a good resume and solid networking skills, you’ve landed yourself an interview. That’s a great position to be in. So how do you close the deal and get a job offer? Here’s how to prepare for an interview to ace it, in 3 key steps. Step 1: Do your research thoroughly This should always …
More than 20 million people lose their jobs in the US alone every year. With bizarre news of mass firing over Zoom calls and recessionary fears, job security has become more unpredictable lately. Losing your job is one of the most challenging life experiences you can face, so it is good to be prepared in …
Interviewing for a new job, targeting a promotion, or looking to progress your career? Top tier firms know that the CFA Program produces results. ​For your next career move, here’s a primer with all the facts and research showing how CFA charterholders and candidates have an edge over the rest. Let’s dive in! A hiring …