Financial Advisors perform some or all of the following duties:

• Develop comprehensive financial plans covering cash flow, insurance, investments, retirement, estate planning, and taxation
• Analyze client financial records and define objectives
• Recommend and help implement tailored financial strategies
• Arrange purchases and sales of financial products subject to licensing
• Monitor investment portfolios for performance and risk
• Expand business networks and attract new clients

These are the typical employment requirements and benefits associated with this occupation in Canada:

• A bachelor's degree in business administration, commerce, economics, or a related field is usually required.
• The Certified Financial Planner (CFP) designation may be required.
• Provincial licensing is required to sell regulated products such as RRSPs, annuities, and life insurance.
• Mandatory certification as a Financial Planner is required in Quebec for certain roles.
• Training programs through recognized financial institutes and organizations may be required by employers.
• Many employers offer pension plans, medical and dental coverage, life insurance, paid leave, and employer contributions to pension and employment insurance programs.