Investment Advisor
Investment advisors help clients grow their personal wealth through various investment strategies.
Paul Popo-Ola
Investment Advisor – RBC
Paul has more than 10 years experience providing clients with solid investment advice to help them build their personal wealth and prepare for their retirement. He was born in Toronto and comes from humble beginnings and is determined to help others gain the financial freedom that they deserve.
Core Responsibilities
01.
Develop personal financial plans for clients cash management, investments and retirement/estate planning
02.
Advise clients on implementing the financial plans to help them achieve their goals
03.
Work to recruit new clients to expand portfolio
Typical Workplace
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Employed by the banks or private equity firms.
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Spend a lot of time reading the news, articles etc
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The work is often stressful. Very competetive work space
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Investments are generally time sensitive
Attributes & Abilities
Creativity Skills
Analytical and problem-solving skills
Organized & detail-oriented
Mathematical skills
Collaborative Skills
Love for reading
Similar Careers
Grade 11
English (ENG3C/U)
Mathematics (MCR3U)
Business (Recommended)
Cooperative Education (Recommended)
Grade 12
English (ENG4U)
Mathematics (MHF4U & MCV4U & MDM4U)
Business (Recommended)
*Additional 4U/M Courses For University Candidates*
Investment Advisor
Have a questions about this career?
Contact Us
info@influentialteam.com
(647) 968 – 3304
Office
4 Aquila Court
Etobicoke, ON M9W 5J2
