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 podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job.
What employers seek in new financial service sector hires. What employers in any industry want to see in their staff. With comments on the interview process and how to make a good impression.
1:58 An Employer’s Perspective
What does Robin look for in a new wealth management hire?
Should employees strive to impress the boss or “be a sponge”?
Do employers expect strong finance skills in new hires?
What non-finance, technical skills may help in a finance position?
What about softer technical skills, like staff management?
Or non-technical soft skills, like communication and problem solving?
10:00 What Do All Employers Want? The True Value of the CFA
Can this person successfully learn new skills?
Will this person act ethically and professionally?
How will this person respond to adversity?
Does this person have the drive to succeed?
Can this person manage time and meet deadlines?
Do employers usually hire the “best” person?
20:00 Preparing for the Job Interview
How to stand out from the crowd?
How to respond to interview questions?
What is worth bringing up in responding to questions?
When should you begin preparing for an interview?
How can a “nasty uncle” help you get the job?
Should you sweet-talk an interviewer or embellish your skills?