How to Become a Financial Advisor or Financial Planner in Canada
A financial planner or advisor helps individuals and businesses save money and make investment decisions. Financial planners typically have a degree in finance or economics and are licensed to sell securities, insurance, and other financial products. Financial advisors may also be certified to provide tax advice and estate planning services. If you're looking for a career in the financial industry, becoming a Financial Advisor or Financial Planner is one of the best options. Learn how to get started with this article! Steps to Become a Financial Adviser or Advisor in Canada One must take numerous steps to become a financial adviser or advisor in Canada. Below is a list of the necessary steps, followed by a brief description of each: Obtain a bachelor's degree: In order to become a financial adviser or advisor in Canada, one must first obtain a bachelor's degree from an accredited institution. A degree in business, finance, economics, or accounting is typically required. Co...