In 2026, 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 and the steps you need to take to submit your candidacy.

Important dates for the 2026 election

April 7 to 21: nomination period
May 15 to June 1: Election period
June 6 at the latest: announcement of results
June 11: 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 are announced to the candidates and, subsequently, to the general membership by e-mail to all those eligible to vote. They're also published on the Institute's website.

Any questions? Please write to us.

Process

Nomination period - April 7 to 21

The election process for the Institute's Board of Directors is launched with the election notice sent by e-mail to all financial planners. 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 are asked to answer specific questions about their knowledge, skills and experience. This enables 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 - April 22 to May 1

The Comité de développement de la relève des administrateurs et des administratrices reviews all applications received. During this analysis phase, all files are anonymized. It is impossible for committee members to identify the candidate to whom the file belongs. The committee identifies 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 contacts each candidate to discuss his or her nomination. If the number of nominations exceeds the number of positions to be filled, an election is held.

All candidates are 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 is 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 15 to June 1:

Financial planners receive notice of the election by e-mail, and have a few weeks to vote. Only persons authorized to use the F.Pl. title 60 days before the close of the ballot 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 - June 6 at the latest

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

Annual General Assembly - June 11

The Institute's Annual General Assembly marks an important stage in the election process. It is at this meeting that the election results are officially confirmed. The term of office for new board members begins immediately after the AGA, in accordance with the Institute's general regulations.

Skills we are looking for in 2026

In 2026, the Institute is giving priority to candidates for the position of director who demonstrate competencies in the following 4 areas:

Quality control, performance management and implementation follow-up
Government and public sector relations
Understanding of the legislative and regulatory environment
Accounting and audit

Quality control, performance management and implementation follow-up

The Institute is seeking directors with experience in quality control and organizational performance management. This competency includes an understanding of the importance of performance indicators, the ability to establish evaluation and accountability mechanisms, and the capacity to ensure rigorous follow-up on results, strategic directions and implementation plans. It also involves contributing to the analysis of results and to the continuous improvement of the organization’s performance.

Government and public sector relations

The Institute is seeking directors with experience interacting or collaborating with government bodies, elected officials or public-sector organizations. This competency is grounded in an understanding of political dynamics, decision-making processes and public policy issues that may affect the organization, as well as the ability to operate effectively within the public and institutional environment. Experience contributing to representation, partnership or influence strategies aimed at advancing the organization’s interests within the public sector is considered an asset.

Understanding of the legislative and regulatory environment

The Institute is seeking directors with a solid understanding of the legislative and regulatory framework in which it operates, as well as the ability to remain informed as this environment evolves. This competency supports informed decision-making by the Board through the identification and assessment of legislative or regulatory impacts. Legal experience is considered an asset but is not required. The Institute is not specifically seeking a lawyer or notary.

Accounting and audit

The Institute is seeking directors capable of understanding the financial statements of a non-profit organization and assessing the soundness of its financial management. This competency includes an understanding of the role of internal and external audits, the ability to follow up on audit mandates and recommendations, and a critical reading of financial information to support informed Board decisions. Experience in accounting or finance is considered an asset, particularly in relation to analyzing financial information tied to the strategic plan.

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