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Factors of Employability for Graduates Progressing through a Career in Financial Planning in Canada

Raquel Iantorno

Raquel Iantorno

School of Administrative Studies, Faculty of Liberal Arts and Professional Studies, York UniversityToronto, Canada
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Iantorno, Raquel
 und 
Daniel W. Richards

Daniel W. Richards

School of Administrative Studies, Faculty of Liberal Arts and Professional Studies, York UniversityToronto, Canada
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Richards, Daniel W.
  
10. Apr. 2025
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Online veröffentlicht: 10. Apr. 2025
DOI: https://doi.org/10.2478/fprj-2025-0002
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© 2025 Raquel Iantorno et al., published by Sciendo
This work is licensed under the Creative Commons Attribution 4.0 International License.

Figure 1.

A simplified model of graduate employability.Note: This figure was created by Clarke (2018) based on research by Holmes (2013).
A simplified model of graduate employability.Note: This figure was created by Clarke (2018) based on research by Holmes (2013).

Figure 2.

Reported ideal career path in the financial planning sector.Note: Figure 2 is from O’Dwyer and Richards (2021, p. 6).
Reported ideal career path in the financial planning sector.Note: Figure 2 is from O’Dwyer and Richards (2021, p. 6).

Overview of respondents

Category Details
Number of Respondents 20
Mean experience in financial services 5.5 years
Support Role 45% working in support roles (9 out of 20 respondents)
CFP Designation Status - 20% CFPs
- 15% Currently pursuing CFP
- 65% Do not currently have CFP
Gender 70% Male, 30% Female
Mean interview length 32 minutes
Sprache:
Englisch
Zeitrahmen der Veröffentlichung:
2 Hefte pro Jahr
Fachgebiete der Zeitschrift:
Wirtschaftswissenschaften, Volkswirtschaft, Wirtschaftstheorie, -systeme und -strukturen, Betriebswirtschaft, Betriebswirtschaft, andere, Branchen, Banken, Finanzdienstleistungsunternehmen, Versicherungen
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