Work with a professional financial advisor

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Reference no: EM132699457

You have now successfully finished your academic program requirements and graduated from George Brown College. Even better, you have found an employer who recognizes your talent. This connection has resulted in a new, good, full-time job in your chosen field. Now you are settling into your career and getting used to your new stage of life, the hard work and also the steady income.

But you are also discovering that your new career lifestyle is causing your expenses to increase (since you don't want to continue living like a student). So you have decided you need to develop a longer term financial plan to help manage daily expenses, plan for financing future purchases (buying a car and a condominium) and build financial security by starting to contribute money into TFSA and RRSP accounts.

As part of this process, you realize a need to identify and work with a professional financial advisor.

Based on the FP Canada Competency Profile, identify what you believe are five (5) skills you are looking for in an advisor and why the five skills you identify are important to you.

Reference no: EM132699457

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