I'm a Financial Advisor needing Advice

[Ksa]

I worked 7 months for a major Canadian bank as a Financial Advisor trainee. The existing advisers are evaluated based on metrics that roughly measure how many products you sell to a client and how expensive they are. After a month I was in good enough shape to welcome clients into my office for appointments.

Here's the thing: They refused to give me a metrics based target saying that for my training, I have no target. They also refused to communicate to me my sale figures. I eventually documented those in an excel file to keep track of my progress and I can safely say that I'm a great sales person that can surpass my colleagues on many occasions on their metrics.

About a month ago, my supervisor monitored me in person in my office for an appointment, and stated that I'm nowhere near what's required to be a financial advisor. When I inquired on what the requirements were, vague and obscure clues were given to me, such as "you need to better relate to people" or, "you need to skim more of their personal life" or "you need to extract the essence out of conversations".

Manager told me that I need to improve, but my sale figures are above the metric requirements of even regular, well established financial advisors within my district. I give away great products that my clients love using, and are profitable to them. Yet, for some unknown reason, and for a lack of mysterious metrics that can't be expressed in figures or numbers, I am failing to become what they like to refer to as a successful financial advisor.

You probably don't but, does any of you guys know what the fuck they want from me? I'm really close to giving up this job because I don't understand what's going on.

 

[socko]

Finance is not my field, but my impression is that your boss is a dick. Dicks get ahead and stay ahead in the corporate/career world and become bosses by screwing over everybody else who is nicer or kinder or more talented.

 

[Ksa]

What i think is that there could be two reasons as to why your manager told you that you need to improve. To begin with, your manager may have noted that you are a very resourceful employee, and wants you to keep working harder, which could be why he said you are not good enough, so that you don't relax, but keep working even harder in an effort to keep your job. Secondly, your manager may also be right,that you are not performing your best. You should stop comparing yourself with other employees, since your manager has a certain level of performance that he expects from each one of his employees. Maybe you are not meeting the expectations he has for you as an individual.

I have worked hard for this job, but I haven't given my Best that's correct. My Best is mine...it's not for sale. You can't buy it with money. And the reason for that is because I like it too much. My Best feels amazing, and if people knew what their Best feels like they wouldn't give it away either.

 

[Ksa]

Fired.

 

[Lysis]

Eh, don't feel bad. Lots of people have been there. I've been laid off, fired, quit, and even walked out once. I'm a terrible employee.

 

[thujone]

well, it doesn't help that financial advisor is a position largely being supplanted by robo-advisors nowadays. the newer generations want seamless/effortless services not "high-touch" services that require human input so things are going to continue in this direction.

funny thing i was just reading how the Canadian banks have been increasing their dividend payouts. tax advantages alone make it cheaper to increase dividend payouts to appeal to shareholders than to retain employees for marginal value

 

[MrWragg]

Sometimes bad things happen for a reason, I personally believe in Karma. If you produce negative emotions, events and communication you recieve negative right back.
Regards,
MrWragg

 

[Ksa]

well, it doesn't help that financial advisor is a position largely being supplanted by robo-advisors nowadays. the newer generations want seamless/effortless services not "high-touch" services that require human input so things are going to continue in this direction.

funny thing i was just reading how the Canadian banks have been increasing their dividend payouts. tax advantages alone make it cheaper to increase dividend payouts to appeal to shareholders than to retain employees for marginal value

Lol if you like dividends there's a thing called Dream Global REIT...LOL

 

[Ksa]

Sometimes bad things happen for a reason, I personally believe in Karma. If you produce negative emotions, events and communication you recieve negative right back.
Regards,
MrWragg

Many years ago, while my parents thought I was actively looking for a job on my computer, I managed to scam 1,000s of Diablo II and Diablo III players...terrible scams, people lost years of in-game progress in seconds. They would cry and beg me to give back, and I would destroy the items I didn't need in front of them rather then giving them back.

I also have horrible pornography tastes. It's not child porn because I'm not a pedophile, but there is something else...and if people knew about it they would exclude me at once, from all circles and groups.

I also engage in activities that, although not illegal, go into the darkest depths of all abominations.

That's just me. And people speak of personal development...makes me laugh more than anything.

 

[MrWragg]

Always time for progress if you don't like the person you see in the mirror, the porn's easy to overcome, go cold turkey, the body resets dopamine production to occur at softer and softer levels of sexual visual stimulu since I guess you have some sort of guilt over this since you mentioned it.
Kind regards,
MrWragg

 

[Ksa]

Always time for progress if you don't like the person you see in the mirror, the porn's easy to overcome, go cold turkey, the body resets dopamine production to occur at softer and softer levels of sexual visual stimulu since I guess you have some sort of guilt over this since you mentioned it.
Kind regards,
MrWragg

I don't feel guilt for the things that I do because I believe that what happens happens for a reason and fighting that reason to...not fulfill my nature, will not get me closer to happiness.

I'm just saying that the material that I watch would shock, traumatize, anger and seriously offend any normal person(especially women) by creating long lasting emotional pain to simply know such a thing exists. This tells a lot about how different I am from other people.

And I'm no longer watching this type of material because it is no longer available anywhere and, many years ago, while browsing the Internet I noticed comments about the material on certain blogs. People were OUTRAGED that such thing existed, some were angry to the point where they could no longer live their lives until they made sure that the material dissapeared. So that's when I deleted everything and I said you know, maybe I shouldn't be watching this lol.

The anger surprised me and I think it reflects well on what's happening. Usually with extreme porn, you know, a guy gets his cock burnt with a cigarette, people go like, ok, he's got serious problems if he's consenting to this being done to him, but they don't feel angry about the material, just disgusted.

My point is, until I got some feedback, or until I noticed other people's position, I was like, ok, this looks cool, let's go deeper into this. I had a clue that some people wouldn't appreciate it, but I certainly didn't expect such reaction. So the question is, what else am I doing that people aren't giving me feedback about and that makes them angry?

 

[spacejunk]

Maybe you should see a therapist if you're that unsure of how you are perceived by other people?
I think being upfront with someone in a professional context seems like the most obvious way to get an accurate assessment.

Why were you fired? Were reasons given?

 

[Ksa]

Maybe you should see a therapist if you're that unsure of how you are perceived by other people?
I think being upfront with someone in a professional context seems like the most obvious way to get an accurate assessment.

Why were you fired? Were reasons given?

Ability to build relationships with clients not sufficient,
Customer focused approach was questionable because I used high pressure sales methodology,
Lack of Personal development,
Lack of self-awareness,


When I asked what the lack of self-awareness consisted of, nobody could give me an answer, and I was told that the notice of termination was not written by them, but by human resources. I tried to put the pieces together to try and see what they were looking for and I couldn't because there was no link and I doubt anyone can.

To me it looks like they noticed something they can't tell me and they just put together a bunch of bullshit to justify their actions.