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Personal Financial Advisors careers from UBC Sauder School of Business

76 UBC Sauder School of Business alumni worked as Personal Financial Advisors according to data on ClickWith

Most popular careers for UBC Sauder School of Business alumni

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  • All groups
  • Architecture and Engineering92
  • Arts, Design, Entertainment, Sports, and Media459
  • Building and Grounds Cleaning and Maintenance11
  • Business and Financial Operations1675
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  • Healthcare Practitioners and Technical41
  • Healthcare Support65
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  • Legal88
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  • Management1999
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  • Production67
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  • 2020–2029865
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  • Finance and Financial Management Services141
  • General Sales, Merchandising and Related Marketing Operations7
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  • Human Resources Management and Services19
  • Insurance5
  • International Business9
  • Law5
  • Legal Research and Advanced Professional Studies20
  • Management Information Systems and Services6
  • Management Sciences and Quantitative Methods16
  • Marketing94
  • Practical Nursing, Vocational Nursing and Nursing Assistants5
  • Real Estate190
  • Real Estate Development21
  • Specialized Sales, Merchandising and Marketing Operations5
Accountants and Auditors
$65K - $142K (*) +2.25%
350 profiles
Brokerage Clerks
$54K - $92K (*) +4.64%
169 profiles
Chief Executives
$126K+ (*)
360 profiles
Computer Systems Analysts
$81K - $166K (*)
59 profiles
Data Scientists
$83K - $195K (*) +4.23%
54 profiles
Executive Secretaries and Executive Administrative Assistants
$60K - $108K (*) +5.62%
147 profiles
Financial and Investment Analysts
$78K - $181K (*) +2.36%
230 profiles
Financial Managers
$118K - $214K (*) +3.59%
72 profiles
Fundraisers
$53K - $107K (*) +3.63%
78 profiles
Fundraising Managers
$93K - $217K (*) +3.59%
75 profiles
General and Operations Managers
$67K - $164K (*) +1.65%
179 profiles
Human Resources Managers
$106K - $190K (*) +2.7%
55 profiles
Human Resources Specialists
$56K - $127K (*) +7.78%
76 profiles
Information Technology Project Managers
$76K - $177K (*) +3.86%
52 profiles
Management Analysts
$77K - $174K (*) +1.79%
86 profiles
Marketing Managers
$111K - $211K (*) +2.16%
409 profiles
Meeting, Convention, and Event Planners
$46K - $101K (*) +4.43%
77 profiles
Operations Research Analysts
$67K - $159K (*) +9.15%
45 profiles
Personal Financial Advisors
$71K - $173K (*) +2.57%
76 profiles
Producers and Directors
$60K - $199K (*) +1.18%
56 profiles
Project Management Specialists
$77K - $166K (*) +2.2%
175 profiles
Property, Real Estate, and Community Association Managers
$50K - $141K (*) +6.13%
144 profiles
Public Relations Managers
$102K - $198K (*) +2.79%
95 profiles
Real Estate Brokers
$48K - $167K (*) +14.62%
42 profiles
Sales Managers
$96K - $202K (*) +2.15%
73 profiles
Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
$66K - $195K (*)
62 profiles
Search Marketing Strategists
$56K - $145K (*) +3.04%
172 profiles
Social Science Research Assistants
$46K - $101K (*) +2.91%
85 profiles
Software Developers
$103K - $212K (*) +0.61%
148 profiles
Teaching Assistants, All Other
87 profiles

(*) Estimated based on US statistics

Top employers hiring UBC Sauder School of Business Personal Financial Advisors alumni

  • RBC 13
  • RBC Dominion Securities 5
  • TD 4
  • BMO Nesbitt Burns 3
  • CG Wealth Management Canada 2
  • Odlum Brown Limited 2
  • National Bank of Canada 2
  • National Bank Financial 2
  • Nicola Wealth 2

Typical job titles

  • Financial Advisor 6
  • Wealth Management Intern 12
  • Client Advisor 5
  • Investment Advisor
  • Banking Advisor 6
  • Retirement
  • Insurance Advisor
  • Financial Planner 2
  • Investment Assistant
  • Financial Consultant
  • Financial Security Advisor 2
  • Private Wealth Management Intern 3

UBC Sauder School of Business alumni in Personal Financial Advisors

Education Employment Certification Personal Financial Advisors
LM
Lisa Malcic Executive Education @ UBC Sauder School of Business ~ 22 yr ~ Business Advisor @ Douglas College-Training Group
2005
2010
2015
2020
2025
Owner / Founder / Creative Director, Design
Beba Bean Designs Inc.
💼 Business Advisor
Douglas College-Training Group
WL
Wilford Lam, MBA, CPA Diploma in Accounting Program (DAP) @ UBC Sauder School of Business ~ 5 yr ~ Finance & Strategy @ DoorDash
2017
2018
2019
2020
2021
2022
2023
2024
2025
Diploma in Accounting Program (DAP)
UBC Sauder School of Business
Senior Associate
EY
Core Recruiting Team Member
EY
Vice President
Paragon Consulting
Master of Business Administration - MBA
Ivey Business School at Western University
Finance and Operations Manager
Real Adulting 101
💼 Finance & Strategy
DoorDash
AP
Allison Pan Bachelor of Commerce - BCom @ UBC Sauder School of Business ~ 6 yr ~ Financial Planner @ RBC
2018
2019
2020
2021
2022
2023
2024
2025
Bachelor of Commerce - BCom
UBC Sauder School of Business
Customer Service Representative
TD
Premium Banker
HSBC
Premier Relationship Manager
HSBC
💼 Financial Planner
RBC
SC
Simon Chu Bachelor of Commerce @ UBC Sauder School of Business ~ 1 yr ~ Wealth Management Intern @ Scotia Wealth Management
2023
2024
2025
2026
2027
Bachelor of Commerce
UBC Sauder School of Business
Bachelor of Commerce - BCom
The University of British Columbia
💼 Wealth Management Intern
Scotia Wealth Management
JZ
Jessica Zhang Bachelor of Commerce - BCom @ UBC Sauder School of Business ~ 2 yr ~ Wealth Management Intern @ RBC Dominion Securities
2018
2019
2020
2021
2022
Bachelor of Commerce - BCom
UBC Sauder School of Business
Bachelor of Commerce - BCom
The University of British Columbia
Undergraduate Teaching Assistant
UBC Sauder School of Business
💼 Wealth Management Intern
RBC Dominion Securities
ET
Eduardo Tanc Master of Business Administration - MBA @ UBC Sauder School of Business ~ 1 yr ~ Wealth Management MBA Intern @ RBC Dominion Securities
2018
2019
2020
Master of Business Administration - MBA
UBC Sauder School of Business
💼 Wealth Management MBA Intern
RBC Dominion Securities

Common questions

What job titles do UBC Sauder School of Business Personal Financial Advisors alumni actually hold?

UBC Sauder School of Business graduates who work in Personal Financial Advisors most commonly hold titles such as Wealth Management Intern, Financial Advisor, Banking Advisor and Client Advisor.

What salary can Personal Financial Advisors professionals expect?

Personal Financial Advisors professionals typically earn $71K – $173K annually based on industry data. Compensation is growing at 2.6% per year. (* estimated from US data)

Which employers hire UBC Sauder School of Business Personal Financial Advisors alumni?

Among tracked UBC Sauder School of Business alumni who reached Personal Financial Advisors roles, employers include Douglas College-Training Group, DoorDash, RBC, Scotia Wealth Management and RBC Dominion Securities.

How many UBC Sauder School of Business graduates work in Personal Financial Advisors?

ClickWith tracks 76 UBC Sauder School of Business alumni who have worked as Personal Financial Advisors — approximately 5% of all 1496 tracked alumni. Explore all career paths from UBC Sauder School of Business →

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