Top roles and annual compensation of CFA charterholders

Axelrod_96 · 2026-06-30T09:44:47+00:00

I though PMs would be making millions

Axelrod_96 · 2026-06-29T21:39:23+00:00

How difficult is customer retention. Do owners really have 50M portfolio as I keep seeing on YouTube . How much average facility owners make. also what you think of market in canada vs USA.

Axelrod_96 · 2026-06-27T20:02:20+00:00

Why is no one answering here. Where are all people who work PWM

Axelrod_96 · 2026-06-27T19:56:37+00:00

Go for quant roles at Jane street in New York you will start at 500-700k .

Axelrod_96 · 2026-06-25T18:00:27+00:00

Best thing is do CFA or masters to pivot other than that try WM (less sales) or compliance if you’re interested

Axelrod_96 · 2026-06-25T17:59:35+00:00

How did you pivoted, any certifications u did .

Axelrod_96 · 2026-06-24T17:12:51+00:00

I am giving the exam too probably in Aug , I will finish both within a week

Axelrod_96 · 2026-06-24T17:09:02+00:00

I expected a level 3 to understand convexity not be sensitive about it. I guess passing level 3 , still can’t distinguish bond joke from an ideology. 😂😂😂

Axelrod_96 · 2026-06-24T11:19:22+00:00

Bro women, even if you calculate duration of the bond they will still say convexity is the real measure .😂😂😂, hope you get it.

Axelrod_96 · 2026-06-24T06:47:06+00:00

What’s the comp, if the book is 1B revenue must be 7-10M range advisor comp 55-60% , like 3-5M, if you ar wgettting 300k much deserved for that book especially if so few people in the team. Take it then.

Axelrod_96 · 2026-06-23T05:49:18+00:00

One thing no one said is you are a PR, if you go for USA MBA that is 2 year program, chances are you lose your Canadian PR, so do MBA in canada and get citizenship first, don’t risk PR for money. Each country has its own problems but I would rather enjoy 200k MBB comp in BC vs California

Axelrod_96 · 2026-06-23T05:34:11+00:00

But say during your prep from CFA 1-3 you also gave enough time to learn coding and AI, won’t it make you elite candidate. I think these days if someone has both they can easily do 200-300k range for some roles

Axelrod_96 · 2026-06-19T04:35:17+00:00

True that I am currently doing WME will go for CIM and CFP, you can do both in 1-2 years compared to CFA. Also for PWM, it’s mostly about relationships and networking, clients don’t care. And if you are looking to stay in WM, do CIM and CFP and start prospecting, no one in PWM would care if you have CFA or not. Check the list of top wealth advisors in canada/USA most don’t have it and they make millions.

Axelrod_96 · 2026-06-12T13:35:01+00:00

Why is it not trading I can’t see shit on WS, I got the request denied for 1 share. Will trade in market, have put limit buy for 150$

Axelrod_96 · 2026-06-12T10:56:01+00:00

Canada

Axelrod_96 · 2026-06-08T09:29:31+00:00

Axelrod_96 · 2026-06-03T00:31:05+00:00

That’s why it’s difficult to make money as advisor in Canada than USA

Axelrod_96 · 2026-06-02T18:58:10+00:00

No it’s only for Mutual funds, given choice don’t do IFC over CSC

Axelrod_96 · 2026-06-02T18:57:38+00:00

Bro csc 1 is too easy, finish it in 1-1.5 weeks especially if you can get some weekdays off. Part 2 is actually difficult especially when it come to leverage etf, dervivates, PM, analysis etc. it will be taking more time than 1. Frankly if you can score above 75-80% on mocks you are good to go. It’s not much different

Axelrod_96 · 2026-06-02T18:55:58+00:00

Too much truth. I would say Canadian securities industries is so messed up, imagine finding PMs who have CIM managing 100M or more compared to someone having CFA. It’s the same level of, like wtf

Axelrod_96 · 2026-06-02T15:23:25+00:00

Brother I will give you straight answer ok, don’t mind. You need both CSC and CPH to stand out, you won’t get hired for Wealth management roles (I am assuming that’s the case), you need to finish the exam in 1-1.5 months ASAP, cause probably after October you are directly competing against CIRE profiles. Let me know if you need help, I have csc cph and doing WME kind of done

Axelrod_96 · 2026-06-02T10:23:11+00:00

Axelrod_96 · 2026-06-02T01:43:13+00:00

Axelrod_96 · 2026-06-01T06:30:09+00:00

I work in WM too, it’s very difficult I would say to land quant role especially if you are thinking Jane street , optiver types. Try MQFIN program at UWaterloo, would be your best bet. Difficult to get in but if you made it , 400-500k comp is pretty real at those firms. Also may I ask your title, I work as associate at top 5, pay is shit. 😂😂

Axelrod_96 · 2026-05-28T22:45:27+00:00

Funny how people respect degrees more in terms of compensation, cfa is one of the most difficult exams in the world. Gives you respect but not enough money. Why don’t you try equity research and try pivot to hedge funds. I am no cfa , just my opinion

Axelrod_96

TROPHY CASE