The Path to Becoming a Financial Advisor
Who is a financial advisor? Before we get into the mainstream definition of who a financial advisor is and what they do, you need to know that it is an umbrella term for various other roles that fall under it, which are: Financial planner Mutual fund dealer Portfolio manager Insurance advisor Financial coach A financial advisor is someone who advises their client on how to better manage their finances. Not only do they guide you on the ways their clients can increase their income and manage their savings, but they also help them rise out of challenging economic times. What Do You Need to Become a Financial Advisor in Toronto? You don’t particularly need a master's degree to become one, but there are specific certifications you must have under your belt to become one. Though it helps to have a background in finance or some related field, you can always take on courses such as asset allocation, taxation, portfolio management, etc. The Canadian Securities Course (CSC), taught by the ...