Currently in Wealth Management in Canada. I’m looking to transition out of it because I just am not fulfilled and do not like the culture. I’ve worked at 2 firms and I have 5 years experience in WM. I wanted to know what my options are? And suggestions on where to go from here?

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Posting as :
works at
You are currently posting as works at

I see you were an associate. I assume you were handling client interactions, trading, and some admin stuff?

Yes correct. I am an associate right now and I handle everything you mentioned

So I managed a group of associates at a wealth firm. I think a lot of them hoped the path would lead them to primary advisor which is rarely the case. I’ve seen people move into the investment and retirement planner role (personal and commercial banking side). It can be lucrative. On occasion I’ve seen people move into the associate advisor role if it’s a larger team. Lastly, you could likely move to say a trading team at an asset manager

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