Related Posts
More Posts
Can anyone refer me for EY Canada?
Opening in Deloitte India. DM for referral
im determined to make this bowl 🔥🔥🔥

What to wear for the EY holiday party tomorrow?
Additional Posts in Finance Exit Opportunities
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.



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