Institut de planification financière
Since its founding in 1989, the Institut québécois de planification financière (IQPF) has been dedicated to protecting the public in matters of personal finance by ensuring the quality of education, ongoing professional development, and recognition of the role of financial planners in Quebec.
In 2023, as part of its modernization and expansion efforts, the Institute adopted a new identity: the Institute of Financial Planning (the Institute). This name change reflects its ambition to broaden its influence beyond Quebec’s borders and affirm its role as a reference in personal financial planning across provincial, national, and international spheres.
Today, the Institute of Financial Planning is a leading force in the development and promotion of personal financial planning. Its mission is to ensure that today’s and tomorrow’s financial services professionals possess the knowledge, skills, and interpersonal competencies required to make a meaningful contribution to the financial well-being of individuals, families, and communities.
Reporting to the Chair of the Board of Directors, the President and CEO is responsible for leading the Institute’s operations, activities, and financial, material, and human resources in alignment with the strategic directions and goals approved by the Board.
In collaboration with the Board and its Chair, the President and CEO ensures the Institute’s vision, mission, and values are upheld. They serve as the Institute’s spokesperson with industry stakeholders, political and governmental authorities, the education sector, the media, and the public.
University degree in a discipline relevant to the Institute’s activities (finance, accounting, law, or other related fields) and/or the Certified Financial Planner (CFP) designation (MBA considered an asset);
Minimum of 10 years of relevant management experience, ideally in the financial sector;
Proven experience in financial management;
Knowledge of the Institute’s regulatory environment;
Understanding of governance principles and accountability structures;
Excellent communication and public speaking skills, with experience representing an organization to diverse audiences (media, partners, members, etc.);
Demonstrated ability to maintain strategic relationships with government, institutional, and regulatory bodies; experience in lobbying or public affairs is an asset;
Relevant experience in professional education and knowledge of best practices and emerging developments in tech-enabled learning (both remote and in-person): an asset;
Knowledge of the Quebec and pan-Canadian financial ecosystem: an asset.
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