Name of your host: Ayaz Sunderji Relationship to you: Father
The Interview:
1. What is your job title?
He is a Wealth Planner at Vancity Credit Uni
on.
2. What is your job description?
Helping members with their financial well being, by creating a plan thats based on their personalized goals and dreams. The process that he uses involves understanding the members personalized needs & expectations and ensure that the investment recommendations are aligned with values that are important to you.
3. What are the duties and/or tasks you perform at your job?
- Preparing RISK questionnaires, which explains the members comfort zone and taking risk.
- Researching investment options and providing recommendations of investment options.
- Timely executions of investment purchases and sales.
- Insuring investment compliance.
4. What qualifications do you have for this job in the following areas:
a) training?
On the job training, by fellow colleagues, the investment department and attending workshops taught by the industry.
b) education?
Certified financial planning designation through self studies and the financial planning standards council, a degree in bachelor arts in economics from University of victoria , Canadian investment security through the Canadian securities Institute.
c) experience?
In the financial industry since 1992. Mutual Fund License since 1995. Ismaili volunteer for the BC Economic Planning board.
d) skills and attributes (personal qualities)?
Patience, Knowledgable, Resourceful, People Skills, Listening, Communication, Good understanding about finance and math.
5. What are some of the things you like about the job?
- Building relationships
- Following the Markets
- Vancity as the organization
6. What are some of the things you dislike about this job?
- Administrative
- Paper work follow-up
- Limited investment options
7. How do you anticipate this job changing in the next 5 years or so?
Already seeing changes and the biggest one has been technology, the advent of robo-advisors and lower cost investment options. In the future it will empower people to do investment themselves and the technology is advancing so you can get you’re on advice without seeing someone so to be successful you will need more education and how to utilize the technology to you’re advantage.
Other question (s):
- What is socially responsible investing?
- What is a risk questionnaire?
- What is a mutual fund?
- How do RESP’s work?
- What is the difference between a bank and a credit union?
Student Reflections:
1. Give three reasons why you would like this job (be specific):
a) I like the fact that I would get to work for people and help them make decisions on how they want to invest their money, because working with people is something that I’m good at and I would like to be able to help them make important decisions and give them advice.
b) The job involves numbers and math and I enjoy math. I think that I would be good at calculating money and taking the calculations into consideration when I help them to make long-term choices.
c) I’m interested in how stocks work, buying for cheap and selling for more is a concept that is very interesting so I think it would be interesting to work in a job that includes investments and making decisions based on the market.
2. Give three reasons why you would not like this job (be specific):
a) I don’t know if I would like the environment, sitting at a desk all day in an office is something that I wouldn’t enjoy because I am a person that likes to learn and work in more ways then just sitting, I would like a job that consists of moving around and action.
b) Aside from appointements with members this job has a lot of paper work and not that much collaboration with others, I wouldn’t like to work alone for majority of the day because I feel that I want more communication with people in the job. I feel that I am a person that learns more by communication.
c) A job with more variety of tasks and where I would need more education to be able to work. Because this is a specialized job and I would prefer something more investment opportunities for my members.
3. Is this job for you? Why or why not?
I don’t think this is a job for me, mainly because of the environment I would be working in. I feel that I would want a job with more action and moving around more, I don’t want to sit at a desk all day. However, I feel that this job does fit a lot of the qualities that I possess, working with people, math, and I’m resourceful but I feel that a job with even more communication and collaboration is something that I would be more interested in. Because of the qualities that it takes in the future if I change my mind about where I want to be I may enjoy this job.
4. Explain the value of the TOKTW experience in relation to your ideas about your post secondary (after high school) plans (education?, training?, travel?, work?).
Today I was given a look into how an office job would be, what it’s like to work at a credit union, the jobs of a wealth planner and even how an appointment works. I know after today that I would like a bigger education and I would not like to specialize in one category because I feel that I need more moving around and action post-secondary. I would definitely like to be trained by people in the same and different fields as me so that I can learn different tools from differen
t perspectives. After I graduate I do want to travel but I will be going to school straight away so travelling will be done in the summer. I know today that I want to work somewhere were I’m on the go and not stuck in an office all day, I want something where I get to work with people and help them to make important choices and decisions based around their personal needs.
thanks 🙂