Interviewing Financial Advisor and Real Estate Agent - Essay Example

The interview was conducted in the daily post, editor’s office. Situated in the heart of Ontario, Canada. She was asked about her past and present thoughts regarding the real estate business and overall change in market trends. She was asked about the degree of knowledge that would be required by an individual who would be venturing into this field and choosing it as a career path. She was also asked what it was that she looked for when hiring new employees.

The interview was very effective in getting an idea into the world of real estate. The subject is no doubt a very vastly practised one, and the services are used by an individual at least once in their lifetime and yet there are dimensions of this field that are unknown by the common man. The field is very diverse and encompasses a variety of different aspects. The price and value of land will vary regardless of size and shape based on other aspects such as location, commercialization soil quality and other such factors. The market trend keeps changing and is very similar to the stock exchange. Far-out locations and various apartment buildings and investments in such housing schemes require a great deal of research n the part of the real estate agent. The displaying and placing of the right price, with in-budget houses and/or land with potential buyers is also a very tedious job as all individuals do not belong to the same socio-economic status.

Ms Delores when asked about her assessment of the market trend and potential employees was kind enough to spill the beans. According to her, it’s neither the degrees nor the amount of knowledge that is important rather what she looks for in an employee is the ability to read clients and produce sales skills accordingly. The real estate business is a very high-stakes business as it became apparent from what Ms Martin told us. With the market and land trends continuously changing investments and purchases need to be made after careful evaluations and research.

Mr Tyrone Horn is a financial advisor from The National Bank of Waterloo, Canada. He has been working as a financial advisor for the past 7 years and is known as one of the best in this field. Recently I had the advantage of interviewing him in person when he was here on business. The interview was conducted in the daily post, editor’s office.  Situated in the heart of Ontario, Canada.

He was asked a series of questions regarding his education and his origin of work. He was asked why when he was a banker he chose to do financial advising as a part-time job as well. He was asked about the various aspects which he dealt with while advising multinational and billion-dollar companies.

The chief financial advisor also known as the CFA is such a member of a country or such an officer that when it is the person who is responsible for the financial stability of a company or public agency he is regarded as a very important corporate officer who is responsible for the management and handling of financial risks of the business or respective agency. It is the work of this officer that he is also solely responsible for keeping and maintaining the financial planning and keeping tracks, as well as financial reporting to higher management.

The goals are of communicating financial performance and also give an updated forecast of the company's financial background and current status to the analyst of the shareholders of the company. This is done to enable them to take better developmental and progressive steps. The title is equivalent to finance director, commonly seen in the United Kingdom. The CFA typically reports to the Chief Executive Officer and is frequently a member of the board of directors.

The Chief Financial Advisor (CFA) of an organization has responsibilities that include internal financial control of the organization, financial reporting (external financial accounting), financing the organization, assessment of the capital budgeting process and an array of additional responsibilities. The CFA must have an external orientation and they must know all ways in which they can gather knowledge about the market with which their company deals and also the kind of investments the investors and shareholders are making to give proper advice for future investments. There fore they would require a whole different degree of training and also they would require different types of experiences. This is as mentioned above a specialist role. Read More