CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
CFA: Careers For All
Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.
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Episode 9: Women in Finance
CFA: Careers For All
Women in Finance
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CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
CFA: Careers For All
Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues.
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CFA: Careers For All
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths.
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CFA Career Chats: Paula Meier, CFA
CFA: Careers For All
Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family.
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Hiring Advice
CFA: Careers For All
In this podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job.
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Diversity Matters
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance.
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CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.
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CFA Career Chats: Dan Sumner, MA (Econ), CFA
CFA: Careers For All
Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.
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CFA Career Chats: Juliana Wong, BA (Econ) CFA
CFA: Careers For All
Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit facilities. Prior to Concentra, Juliana worked at a Pension Investment Firm and an Asset Management...
info_outlineIn this session, Robin Koroluk and Jordan Wilson discuss diversity in finance.
Robin draws on her experience as a woman in the Saskatchewan wealth management sector. Jordan from his years living and working around the world. An interesting discussion on the current situation. Why there is a lack of gender diversity in finance. And what can be done to improve things.
1:45 Women in Wealth Management
What led Robin to become a finance major and pursue a career in wealth management?
What is a wealth manager?
Do wealth managers spend their days in a back-office, crunching numbers?
What sort of skills are important for wealth managers?
What about “soft” skills?
Why is it important for advisors to connect with clients on a personal level?
8:25 Global Finance Experiences
What was diversity like in the Caribbean financial services sectors?
How did that experience compare with Asia and Switzerland?
Do people need to step out of their “comfort zones”?
How hard is it to juggle a family and maintain a career?
What about work-life balance, in general?
How are changing demographics impacting work-life balances?
18:50 Career Uncertainty in Finance and Women’s Choices
Why are women underrepresented in finance?
With similar skills and work levels, why do women flock to accounting and law?
Is the lack of career certainty a factor in women staying out of finance?
What are companies and the CFA Institute doing to attract women?
How can women find out more about pursuing a finance career?