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Old 10-16-2012, 05:14 PM   #4
CT10
14 dolla balla aint got nothing on me!
 
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CFP is more internationally recognized, however if you only plan on working in Canada, a PFP (from CSI) would do the job. Most planners that I've talked to think the PFP is easier.

You can start off by being a FP in a branch environment, but they're unlikely to hire you right away. You'd have to start off working as a FSR/FSM/AM (same role but different titles between the banks), and once you can prove you can sell financial products they'd move you up to an FP.

Like mentioned above, an FP can then branch off into different things, like tax planning, estates, investments, etc.
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