Career – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 04 Jan 2024 21:10:54 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Career – Advisor's Edge https://phoenix.advisor.ca 32 32 Second-career financial advisors could enrich your practice https://phoenix.advisor.ca/news/industry-news/second-career-financial-advisors-could-enrich-your-practice/ Wed, 07 Jun 2023 10:00:59 +0000 https://www.advisor.ca/?p=226230 Hiring an associate with non-advisory experience could open new niches and target markets

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Paid parental leave could bolster advisor retention and client relationships https://phoenix.advisor.ca/news/industry-news/paid-parental-leave-could-bolster-advisor-retention-and-client-relationships/ Wed, 03 May 2023 20:04:33 +0000 https://www.advisor.ca/?p=224894 Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge

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What role that doesn’t currently exist in wealth management may we see in the next 10 years? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/what-role-that-doesnt-currently-exist-in-wealth-management-may-we-see-in-the-next-10-years/ Fri, 31 Mar 2023 14:00:35 +0000 https://www.advisor.ca/?p=222870 We asked four professionals

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Applications open for WCM’s Return to Bay Street program https://phoenix.advisor.ca/news/industry-news/applications-open-for-wcms-return-to-bay-street-program/ Tue, 01 Feb 2022 19:39:37 +0000 https://www.advisor.ca/?p=205447 Program has operated since 2010 and helped 92 women return to the financial industry

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Industry talk with new and veteran advisors https://phoenix.advisor.ca/my-practice/conversations/industry-talk-with-new-and-veteran-advisors/ Fri, 05 Feb 2021 15:00:53 +0000 https://www.advisor.ca/?p=190632 What attracted them to financial services?

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What industry change would you like to see? https://phoenix.advisor.ca/my-practice/conversations/what-industry-change-would-you-like-to-see/ Fri, 27 Mar 2020 13:30:23 +0000 https://www.advisor.ca/?p=177346 Industry talk with new and veteran advisors

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A deep dive into switching firms https://phoenix.advisor.ca/my-practice/conversations/a-deep-dive-into-switching-firms/ Fri, 07 Feb 2020 14:30:50 +0000 https://www.advisor.ca/?p=175741 From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition

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Caisse CIO Lescure steps down for French politics https://phoenix.advisor.ca/news/industry-news/caisse-cio-lescure-steps-down-for-french-politics/ Thu, 06 Apr 2017 12:08:50 +0000 https://avatar.advisor.ca/uncategorized/caisse-cio-lescure-steps-down-for-french-politics/ Roland Lescure is leaving Caisse de dépôt et placement du Québec to work in French politics. “On the eve of the French elections, I have decided to enter public and political life because I want to play a quite active role at a crucial time for France and for Europe,” Lescure, former CIO who had […]

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How to switch firms and thrive https://phoenix.advisor.ca/columnists_/melissa-shin/how-to-switch-firms-and-thrive/ Fri, 10 Mar 2017 13:31:16 +0000 https://avatar.advisor.ca/uncategorized/how-to-switch-firms-and-thrive/ Dundee Goodman to Echelon. 3Macs to Raymond James. HollisWealth to IA Financial. Layoffs at the big banks. Bids (but no sale) for Richardson GMP. If you didn’t switch firms last year—be it by choice, or due to a merger or layoff—you probably know someone who did. And you probably know how all-consuming the experience was. […]

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Is your co-worker trying to sabotage your career? https://phoenix.advisor.ca/news/industry-news/is-your-co-worker-trying-to-sabotage-your-career/ Thu, 20 Aug 2015 10:50:22 +0000 https://avatar.advisor.ca/uncategorized/is-your-co-worker-trying-to-sabotage-your-career/ Do you suspect someone at work is trying to sink your career? You’re not alone.

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