Application Deadline – May 20, 2025

About The Foundation

Our mission is to equip Canadians with the knowledge and confidence they need to create their own paths to financial resilience. We do that through free educational opportunities, pro bono financial planning, and web-based tools and resources.

The Foundation is supported by Founding Members FP Canada and the Institute of Financial Planning, two of Canada’s leading financial planning certification and education organizations.

The Foundation is creating programs and services to support its mission and is currently looking to recruit people who are passionate about creating a brighter future for all people living in Canada.

Ideal candidates will have:

• a commitment to the vision of enhancing access to financial planning for all Canadians;

• a passion for making a positive impact on people’s lives;

• connections to potential funders and/or vulnerable communities;

• experience with pro bono/community service programs; and

• an ability to bring new perspectives to the Board.

Other Desirable Attributes Include:

• financial literacy and familiarity with the financial services industry;

• demonstrated leadership skills;

• previous board experience (preferably with a not-for-profit organization);

• financial, legal, or human resources expertise; and

• strong interpersonal and oral communications skills.

The Foundation believes in the value that comes from different perspectives and experiences. We are committed to pursuing diversity, equity, and inclusion within the organization. As we strive to have a Board that is reflective of Canada’s demographic composition, and the communities we seek to serve, we encourage candidates who identify as being part of traditionally underrepresented communities to apply.

About the Foundation Board of Directors

The Canadian Foundation for Financial Planning Board of Directors works on behalf of the Canadian public to help ensure that the Foundation’s purpose — to improve the lives of Canadians by supporting access to financial planning — is realized.

The primary functions of the Board include:

• Setting the strategic direction and long-term vision for the organization, ensuring alignment with our mission and goals;

• Providing governance oversight, ensuring that the organization operates ethically, transparently, and in compliance with relevant laws and regulations;

• Overseeing the financial management of the organization, including budget approval, financial reporting, and ensuring fiscal responsibility;

• Supporting fundraising and resource mobilization efforts where possible, leveraging networks and relationships to secure funding and support for our programs and initiatives;

• Contributing to the development and evaluation of programs and initiatives aimed at promoting financial literacy and access to pro bono financial planning service;

• Actively engaging with stakeholders, partners, and the community to raise awareness about financial literacy issues and advocating for positive change;

• Assessing and mitigating risks facing the organization, ensuring that potential risks are identified and managed effectively; and

• Serving as ambassadors for the Foundation, advocating for financial literacy and representing the interests of the Canadian Foundation for Financial Planning.

About the Board Position

Appointments are for a three-year term, beginning in Summer 2025, with possible renewal for a second three-year term. The Board meets a minimum of three times a year, with one of those meetings being in-person, in Toronto. Travel expenses will be reimbursed in accordance with Board policy. A Director will also be expected to participate on one or more standing committees of the Board.

For more information on the Foundation visit www.canadianfoundationforfinancialplanning.ca.

To apply for this position, please send CV and cover letter to Interim Executive Director Laura Boudreau at foundation@canadianfoundationforfinancialplanning.ca.