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

Iantorno Raquel and Richards Daniel W. ()
Additional contact information
Iantorno Raquel: School of Administrative Studies, Faculty of Liberal Arts and Professional Studies, York University, 4700 Keele St, North York, ON M3J 1P3, Toronto, Canada
Richards Daniel W.: School of Administrative Studies, Faculty of Liberal Arts and Professional Studies, York University, 4700 Keele St, North York, ON M3J 1P3, Toronto, Canada

Financial Planning Research Journal, 2025, vol. 11, issue 1, 23

Abstract: Graduates entering financial planning careers face challenges due to their limited awareness of career paths and success factors. This study, based on 20 interviews with Canadian financial- planning professionals, examines key employability factors. Our findings outline a career path for financial planning graduates involving customer service and then associate financial planner roles. Social capital helps start a career, but career development becomes easier thereafter. Associate financial planners should leverage human and social capital for career development. This research finds that students can enhance their prospects by developing client-service skills and building professional networks to gain employability in financial planning careers.

Keywords: Financial Planning Careers; Graduate Employability; Human Capital (search for similar items in EconPapers)
Date: 2025
References: Add references at CitEc
Citations:

Downloads: (external link)
https://doi.org/10.2478/fprj-2025-0002 (text/html)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:vrs:finprj:v:11:y:2025:i:1:p:23:n:1003

DOI: 10.2478/fprj-2025-0002

Access Statistics for this article

Financial Planning Research Journal is currently edited by Mark Brimble

More articles in Financial Planning Research Journal from Sciendo
Bibliographic data for series maintained by Peter Golla ().