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<br>*The Job Talk Podcast* – Episode 043
Apple Podcasts: <a href=”https://podcasts.apple.com/ca/podcast/the–job–talk–podcast/id1615436433?i=1000583722444” target=”_blank“>https://podcasts.apple.com/ca/podcast/the–job–talk–podcast/id1615436433?i=1000583722444a>
Short–Form {84} Here: <a href=”https://youtu.be/PeRJXndcPXo” target=”_blank“>https://youtu.be/PeRJXndcPXoa>
Dao Le, MBA, CFA
Dao began his career in the investment industry in 2002, following a four year stint as an Operations Manager for a manufacturing company in Delta, BC and a concurrent six years as an Officer in the Canadian Armed Forces Reserve. His finance career started on Bay Street in Toronto, where he worked for eight years on a trading floor.
Dao earned a Master of {18} Administration degree from the University of British Columbia and was awarded the Charter Financial Analyst (CFA) designation in 2004. A CFA charter is widely considered the gold standard in the field of investment analysis and management.
Dao and his family came to Canada as Vietnamese refugees in 1979. With hard work and the support of their {11} in a small northern–BC town, they made the most of the opportunities Canada presented. The work ethic and perseverance his parents instilled in him early on remain a huge part of who he is and how he does {18}.
Dao is married to Sarah and has two daughters, Piper and Rory.
*Description*
This {67} perform some or all of the following duties:
*Financial planners*
Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters.
Analyze clients‘ financial records, set goals and develop a financial strategy.
Advise clients on implementing the financial plan to help them achieve their goals.
May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability.
May help to expand {18} and attract new clients.
*Job Forecast*
For Other financial officers, over the period 2019–2028, new job openings (arising from expansion demand and replacement demand) are expected to total 63,900 , while 60,700 new job seekers (arising from school leavers, immigration and mobility) are expected to be available to fill them.
As job openings and job seekers are projected to be at relatively similar levels over the 2019–2028 period, the balance between labour supply and demand seen in recent years is expected to continue over the projection period.
*Employment Requirements*
This is what you typically need for the job:
A bachelor‘s degree in {18} administration, commerce, economics or a related field is usually required.
Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, Institute of Chartered Financial Analysts, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.
The designation Personal Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
Financial planners who {106} regulated financial products and investments, such as annuities, RRSPs and {101} insurance, are required to be licensed by the appropriate governing body.
Financial examiners and inspectors may require a recognized accounting designation.
Mortgage brokers require a {6} licence in Quebec and a mortgage broker licence in Newfoundland and Labrador, Nova Scotia, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia.
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