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

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  • 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)

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.

Suggested Citation

  • Iantorno Raquel & Richards Daniel W., 2025. "Factors of Employability for Graduates Progressing through a Career in Financial Planning in Canada," Financial Planning Research Journal, Sciendo, vol. 11(1), pages 1-23.
    • Handle: RePEc:vrs:finprj:v:11:y:2025:i:1:p:23:n:1003
    DOI: 10.2478/fprj-2025-0002
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    References listed on IDEAS

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    1. Michelle Cull & Glenda Davis, 2013. "Students' Perceptions of a Scaffolded Approach to Learning Financial Planning: An Empirical Study," Accounting Education, Taylor & Francis Journals, vol. 22(2), pages 125-146, April.
    2. Gary S. Becker, 1964. "Human Capital: A Theoretical and Empirical Analysis with Special Reference to Education, First Edition," NBER Books, National Bureau of Economic Research, Inc, number beck-5, October.
    3. Kirsten L. MacDonald & Ellana Loy & Mark Brimble & Karen Wildman, 2023. "The value of personal professional financial advice to clients: A systematic quantitative literature review," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 63(4), pages 4399-4429, December.
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