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_outlinePaula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family.
Paula holds a Bachelor of Business Administration from the University of Regina majoring in Finance, as well as the CFA designation.
Paula Meier is an Associate, Fundamental Research, Public Equities at TD Asset Management. Paula provides equity research and investment recommendations for the Public Equity portfolios, covering the global Real Estate sector. She has prior experience in the utility, IT, and consumer sectors.
Paula has served on the CFA Society Saskatchewan Board since 2017 and is currently the Board Secretary. Paula is also involved with a few charitable organizations in Saskatchewan.
01:55 What led Paula to choose Finance in University and then pursue a career as an Equity Analyst?
0550 How was the job market for finance majors upon graduating from University?
07:15 Why was the Coop Program instrumental in getting a full-time position in finance?
09:45 What is a key factor in getting the job offer for young professionals?
13:00 Is a narrow or broad focus on skills and knowledge better when building a career path?
15:30 Start the CFA Program immediately after University or wait a few years?
19:13 What does an Equity Analyst do at TD Asset Management?
21:30 How do Institutional or Pension clients differ from Individual investors?
25:40 How is an Equity Analyst compensated at TD?
27:20 What is the difference between “Buy-Side” and “Sell-Side”?
30:45 How is the job pressure working as an Equity Analyst?
33:30 How do Analysts learn about the industries they cover?
37:05 What will be the growth industries over the next decade?
42:00 How do short-term versus long-term performance expectations impact investing?
47:30 Is investing success the sign of great skills, or possibly luck? How to assess results?
50:30 Why are “soft’ skills important to develop? What “soft” skills are highly useful?
59:29 Having a young family, how does Paula juggle her career and maintain a work-life balance?
67:00 What advice would Paula give to 17 or 24 year old Paula?