[EDawg]

currently a financial planner with a big bank (the blue one). I have my CFP, and I've passed level 1 of the CFA program. I've been in banking/investments since 2010, always at the retail/mass affluent level.

looking to get into the non-sales side of investments now (more analyst type work). i've looked into equity research, investment banking, and portfolio management jobs. there aren't really any jobs (in vancouver anyway) that would be suitable for someone with my experience/skill set.

long term plan is to eventually get my CFA letters. my goal is to find a career-type non-sales job in the industry that will allow me to make a good living. I've been in sales for a while now and the money is good, so ideally I don't want to take a pay cut to try something new.

just wondering if there's anyone here that followed a similar career path that has any advice for me? TIA