Thinking about a career change to fee-for-service or fee-only financial planning

It would be a wild overestimation to say they’re thinking of bringing me on.

I contacted Dan to chat over the phone about what a career change into the industry would look like and we ended up chatting for a while. I sent a thank you email and he followed up with something like “I’m not sure what our timing will be like in terms of adding a member to our team but I will certainly reach out to you when we are ready.” Thats hardy a commitment.

Fair point on prospects vs. sales.

All told, I may decide to take the CSC because I know it’s unlikely employers will take me seriously as doing anything more than kicking the tires unless I show some kind of commitment.

/r/PersonalFinanceCanada Thread Parent