Financial Services Guide
The financial services industry is a large industry comprising several types of finance-related professional services. These include accounting (which itself covers tax preparation, audits and record keeping, and businesses’ financial documentation); financial advising and wealth management, and retirement and estate planning. This guide will focus on these three subsectors. According to the B.C. Labour Market Outlook, financial services, along with the real estate and insurance industries, will add over 55,000 jobs by 2031. Customers of financial services range from individual persons to large corporations . Depending on the size and focus of the company, and employment models, these services range from the self-employed bookkeeper or financial advisor, often operating as a one-person small business, to advisors or managers affiliated with larger financial institutions. Taking the time to conduct your own business planning and research can go a long way towards building a successful career in this competitive industry.
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