In 2025, the Institute must fill 5 positions on its Board of Directors

The members of the Board of Directors play a key role in the evolution and governance of the Institute. The election of new directors is an opportunity for financial planners to become actively involved in the profession and contribute to its development. Here you'll find all the information you need about the election process, the skills we're looking for this year and the steps you need to take to submit your candidacy.

If you're a financial planner, you can vote now!

Vote for the Board members

Important dates for the 2025 election

April 15 to May 2: nomination period
May 27 to June 25: Election period
July 3 at the latest: announcement of results
July 10: Annual General Meeting

General information

The Institute's by-laws provide that the Board of Directors is made up of 10 directors elected from the membership, 3 directors representing the public, and a representative of FP Canada.

Board members are elected in accordance with the provisions of the Institute's by-laws, on a staggered-term basis.

The term of office is 2 years. The Board meets 4 times a year. Attendance allowances are granted, and travel and accommodation expenses are reimbursed. Directors are also covered by liability insurance.

Within 5 days of the close of voting, the results will be announced to the candidates and, subsequently, to the general membership by e-mail to all those eligible to vote. They will also be published on the Institute's website.

Any questions? Please write to us.

Process and dates for the 2025 election

Nomination period: April 15 to May 2, 2025

The election process for the Institute's Board of Directors will be launched with the election notice sent by e-mail to all financial planners on April 15, 2025. This election notice marks the start of the nomination period.

When submitting their candidacy, financial planners (F.Pl.s) wishing to become involved with the Institute will be asked to answer specific questions about their knowledge, skills and experience. This will enable the Board of Directors' Comité de développement de la relève des administrateurs et des administratrices to identify the candidates who best meet the needs identified, in order to promote sound governance and ensure a Board of Directors with complementary and diversified strengths.

Analysis of candidates: from May 5, 2025

The Comité de développement de la relève des administrateurs et des administratrices will review all applications received. During this analysis phase, all files will be anonymized. It will be impossible for committee members to identify the candidate to whom the file belongs. The committee will identify the candidates whose profile best matches the qualities required to complement the skill set and ensure the diversity and effectiveness of the current Board of Directors. Once the skills assessment phase has been completed, a member of the Comité de développement de la relève des administrateurs et des administratrices will contact each candidate to discuss his or her nomination. If the number of nominations exceeds the number of positions to be filled, an election will be held.

All candidates will be put forward for election with a positive, neutral or no recommendation in relation to the skills sought. The decision of the Comité de développement de la relève des administrateurs et des administratrices to recommend or not a candidate will be communicated to the candidates prior to the ballot.

A positive recommendation = The Committee considers that the candidate possesses the competencies required to complete the overall competency profile of the Board of Directors as a whole.

A neutral recommendation = The Committee considers that the candidate possesses interesting skills, but that they are not those required to complete the overall portrait of skills for all members of the Board of Directors.

No recommendation = The Committee considers that the candidate does not possess the skills required to complete the overall skills profile of the Board of Directors as a whole.

Election period: May 27 to June 25, 2025

Financial planners will receive notice of the election by e-mail on May 27, 2025, and will have just over 4 weeks to vote. Only persons authorized to use the F.Pl. title 60 days before the close of the ballot (i.e. as of April 26, 2025) may vote.

Candidates meeting the needs identified by the Comité de développement de la relève des administrateurs et des administratrices will be identified with a positive or neutral recommendation.

Announcement of election results: no later than July 3, 2025

Within 5 days of the close of polling, the results will be announced to the candidates, and then to the general membership by e-mail to all eligible voters. They will also be published on the Institute's website.

Annual General Meeting: July 10, 2025

The Institute's Annual General Meeting is scheduled for July 10, 2025, in person (at the Fairmont Tremblant) and by webcast.

Skills we're looking for in 2025

This year, the Institute is giving priority to candidates for the position of director who demonstrate competencies in the following 3 areas:

Leadership
Governance
Strategies for growth, value creation and innovation
Digital transformation

Leadership

We are looking for directors who lead and inspire colleagues or a team to achieve common goals. This may include defining visions and strategies, motivating staff, making sound decisions, communicating effectively, resolving conflicts and setting up efficient working systems.

Governance

We are looking for directors with experience in NPO governance, particularly in a context where a permanent team is present to operationalize the implementation of the strategic plan.

Strategies for growth, value creation and innovation

We are looking for directors capable of developing value-creation strategies that focus on innovation and growth of the organization's activities and revenues. Your skills will enrich the Board's discussions, enabling it to make choices that will advance the practice of the greatest number of people.

Digital transformation

We're looking for directors who understand the opportunities and challenges of using digital technologies and implementing strategies to exploit them effectively. This can include selecting advanced technological systems, training staff in digital technologies, researching new online market opportunities, creating innovative digital business models, etc.

Background documents and references

Search

Financial planning

How to become an F.Pl.

I am :

Our training courses

Tools and resources