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_outlineWomen in Finance
Veronica Gamracy, Robin Koroluk, and Juliana Wong join Jordan Wilson to discuss women’s issues in finance.
Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations.
Robin Koroluk is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management. Robin entered the industry about a decade ago.
Juliana Wong is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets.
During the podcast, we discuss:
0:00 Introduction
3:00 How has the finance industry evolved for women over the years?
13:25 Is there a “wage gap” and how can women reach more senior positions?
19:25 Should people take a narrow focus early on in a career?
23:40 Is the CFA exam curriculum all about “financial advising” or are there more areas of study?
33:25 How is the CFA Institute doing in emphasizing “diversity” in the work force?
39:40 What are some career growth areas for CFA professionals?
49:35 What are the changing “dynamics” in the finance workforce and on teams?
55:35 What advice would you offer people listening to this podcast?