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Career Exploration Video & Audio

Career Conversations 07:
Industry Insights Business & Finance

In this session students got insight from representatives working in the field and found out where they see areas of growth and opportunity now and over the next five years.

Panelist's Bios

  Emad Khan, Senior Portfolio Manager - Small Business Lending, Canadian Imperial Bank of Commerce

I'm an Engineer by training who's found his way in the Financial Services sector - with a little hard work, perseverance, and plenty of luck. I love working in a corporate environment and love the people I work with. Everyday is a learning experience and the opportunities to grow both professionally and personally are limitless.

Edward Mattie, Regional Director, Investors Group

I started my career in 1996 as a financial consultant with Investors Group in Montreal , at the age of 23. In the last 11 years, I built a successful financial planning practice, and in 2005 became the Regional Director for the Toronto Midtown office. The benefits of being an entrepreneur and at the same time being affiliated with such a huge organization have been magnificant. I have met and helped hundreds of people build a better future for themselves and their families, and the rewards have been endless.

Amie Schor, Branch Manager and Investment Advisor, RBC Dominion Securtities

Amie Schor is a Branch Manager and Investment Advisor of RBC Dominion Securities. Amie graduated from Carleton University , Faculty of Public Affairs and Management with B.A. in political science followed by law. He has been honored in each of his years as a member of RBC Dominion Securities President's Club which was developed over 50 years ago to recognize those investment advisors who best exemplify the qualities of professionalism, integrity and dedication. In addition to finishing in the top of his respective class, Amie is a recipient RBC Dominion Securities 2003 - 2006 outstanding business achievement award in recognition of his outstanding business practices.

Jason Rasmussen, Manager Finance, TD Bank Financial Group

My desired career path upon graduation was to become a Chartered Accountant, leave public practice and become a controller or CFO of a medium size company. Well none of those things have materialized. I'm a CMA who is pursuing a CFA designation, working in a centralized finance department for a Large company. I've learned that having a career plan is a must but also altering this plan along the way is important because you never know what opportunity lies around the corner.

Questions & Answers

The panel began with the moderator, Farheen Rashid, asking each of the panelists to respond to the following three questions:

  • In hindsight, what experiences proved to be most beneficial to you landing the positions you now hold?
  • What, if anything would you have done differently if you could?
  • What skills, knowledge and experience could students be acquiring during their university degree that would make them competitive for an entry level position in their field?

  • Panelist 1 [mp3] | Panelist 2 [mp3] | Panelist 3 [mp3] | Panelist 4 [mp3]

The panelists were then invited to respond to questions from the audience:

Are the Canadian Securities Institute (CSI) and the Conduct, Practice and Handbook certifications good for anyone interested in business to get, or are they really only for people in the finance field?
I am interested in starting my career with the Investors' Group. Would attending the Investors' Group Institute improve my chances if I don't have much work experience?

I've heard the first few years as an investment planner can be really tough financially until you build up your clientele. Would it be better for me to enter the field in some other branch of finance or investment, build up my contacts and stabilize myself financially before applying to be a Financial Planner?

My goal is to earn my CFA and MBA over the next few years in preparation for a career managing portfolios. Should I begin by seeking a job as a junior analyst or an assistant to a portfolio manager?

I am currently working in Collections as I finish my degree and was wondering how important it is that I keep my job while I'm looking for a new job?

How important are certifications relative to relevant work experience? Can you give suggestions on how to start your own financial practice?