Wealth management is about much more than numbers, markets, and sales targets. At its core, it’s a people-focused career built on trust, relationships, communication, and helping clients navigate major life decisions.
Join us for an honest conversation with young professionals working in wealth management as they share what the industry is really like day-to-day, the different paths that led them there, and the skills that matter most for success. Spoiler: emotional intelligence, curiosity, and relationship-building are just as important as technical financial expertise.
Whether you’re considering a future in finance, exploring career options, or simply curious about careers that combine business and people skills, this is an opportunity to ask candid questions and hear real experiences from industry professionals.
Open to students from all disciplines interested in finance, leadership, relationship-building, and meaningful, long-term careers.
Agenda:
5:00 - 6:00 pm: Networking & Check-in
6:00 pm: Opening remarks
6:05 - 7:05 pm: Moderated Panel + Audience Q & A
7:05 pm: Closing remarks
7:10 - 8:00 pm: Networking
Note: This complimentary event is open to post-secondary students of all genders in the Toronto area. Space is limited; secure your spot today!