May 9, 2008
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Career Centre

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Establishing a solid career in the financial services industry takes planning. Where do you begin?
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Look here for information and resources that will help you understand what a career in financial planning has to offer. Check out FAQ: Industry; CFP Professional Stats; and a report on our Quality of Work Life Survey. If you have already decided to earn CFP certification, check out Path to CFP and CFP Exam FAQ to determine your next step.

Don't take just our word for it. Find out what it's really like to be a practicing financial planner from those who are active in the profession right now. Check out our archived Career Q & As and read the Profiles of CFP Professionals. And, if your are a registered FPSC Student Associate, email our roster of practicing financial planners who are happy to respond to your personal questions about financial planning as a career.

Meet Our Career Panelists

Peter Andreana Photo

Peter Andreana, CFP

CFP, Continuum II

Hi, I'm Peter. I am an established public speaker and am often quoted in the National Post as a source of up-to-date information in all facets of financial planning. I adhere to a proven process to help clients achieve peace of mind with their four cornerstones of financial planning, to ensure they reach their goals.

From the business owner to the company executive, I walk my clients through retirement & investing, taxes to insurance, debt and business issues as well as employee benefits. I am now in my fourth year with Freedom 55 Financial where I have excelled in giving my clients industry leading service and care, with a personal touch.

I would be happy to offer you my personal perspective on the profession and the CFP designation. E-mail your question to me and i'll respond as soon as I can.

send me an email

Click here to email your question
Grant Henri Photo

Grant Henri, CFP

CFP, RBC Dominion Securities

My name is Grant and I currently work with RBC Dominion Securities in downtown Toronto in a group of tax, legal, estate and financial planning professionals who provide support to the Financial Planners, Private Bankers and Investment Advisors working with RBC Financial Group's affluent and high net worth client segments.

Over the last 19 years, I have worked in a wide range of financial services roles involving both direct client contact and management roles in trust services, financial planning, investment management and business development. I am licensed for dealing with securities and insurance in the province of Ontario, and to provide financial planning services in the province of Quebec.

Apart from the fact that financial planning is a growing business with lots of opportunity for those involved, the profession offers a unique opportunity to change and improve people's lives, which can be very gratifying. Also, for those working directly with clients, the profession allows you to establish yourself in a career role, and to enjoy the personal benefits and satisfaction that come with a long term commitment to your job.

I would be happy to offer you my personal perspective on the profession and the CFP designation. E-mail your question and I'll respond as soon as I can.

send an email

Click here to email your question