Membership
Volunteer Opportunities

The Private Wealth Management Committee focuses on developing high quality programs that incorporates, but is not limited to, Equity, Fixed Income, Risk Management, Alternative Investments, Private Wealth Management, Wealth Advisory, and Investment Decision-Making and/or Portfolio Management perspectives. We invite members with 6-14+ years of CFA® charterholder experience to apply.

Duration: Two-year term. Volunteer Program year is July to June.

The Industry Engagement Committee focuses on fostering meaningful connections across the investment community and strengthening the presence of CFA Society Toronto among key external stakeholders. The Committee drives impactful initiatives and collaborative programming that enhance awareness of the CFA designation while promoting inclusion, representation, and community engagement.

Duration: Two-year term. The Volunteer Year is from July to June.

The Analyst Editorial Committee serves as the Editorial Board of The Analyst publication and provides oversight on overall editorial direction, ensures publication quality and integrity, and collaborates with CFA Society Toronto (“CFAST”) staff on planning and execution. General Members set editorial mandates and policies, develop annual content calendars, and respond to editorial needs such as writing, fact-checking, peer review, or resolving grievances. By guiding The Analyst’s editorial direction and building a dynamic, educational publication, the Subcommittee helps strengthen CFAST’s standing and influence in the broader finance community.

Duration: Two Years (option to renew for one additional two-year term at end of term)

Digital Content committee members support the planning and execution of digital content initiatives, including video podcasts, online resources, and multimedia content for CFAST’s The Analyst brand. Members collaborate closely with staff and volunteers to produce engaging digital content that educates, informs, and empowers industry professionals. Committee members may be called on to serve as on-camera hosts or interviewers for digital content, including videos and podcasts, facilitating engaging conversations with industry experts, as required. They may also help with producing and editing some of the content.

Duration: Two year (term)

The purpose of the External Relations Committee (the “Committee”) is to engage and manage relationships with designated external entities deemed important to the organization. The Committee will collaborate with designated CFA Society Toronto (the “Society”) staff to execute the responsibilities and deliverables identified below. The specific intent of this B2B engagement is to build awareness and enhance the CFA brand and Charter and raise the profile of the Society.

Duration: These roles begin as soon as possible. Committee member volunteer terms are 2-year terms managed by CFA Society Toronto.