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Call for Nominations

2025-2026 CFA Society Toronto Board of Directors

CFA Society Toronto is currently accepting applications for the 2025-2026 Board of Directors.

The Board provides strategic leadership focused on the Society’s mission to create opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community.

As a member of the Board, you will support the advancement of CFA Society Toronto’s three-year Strategic Plan, focused on the following North Star and Strategic Pillars:

North Star
To enhance and expand our diverse community to promote an ethical, dynamic, and vibrant investment and financial services industry.

Strategic Pillars

  1. Deliver an outstanding member experience.
  2. Amplify our influence & impact within the investment and financial services industry.
  3. Pursue operational excellence across all organizational platforms and processes.

CFA Society Toronto is recruiting for two open positions on the Board of Directors. To complement existing Board competencies and the governance framework, CFA Society Toronto is prioritizing candidates with:

  1. senior leadership experience;
  2. strategic expertise in finance and accounting, ideally with a CPA designation;
  3. expertise in the investment management industry;
  4. a broad span of influence within the industry and amongst CFAST’s key stakeholders; and
  5. a CFA Charter.

In addition to the prioritized areas, the Governance and Nominations Committee is seeking candidates who possess the following qualities:

  • Commitment to support decisions and directions set by the Board of Directors;
  • Contribute to an environment of mutual respect among all the Society’s stakeholders;
  • Commitment to support the mission of the Society through Board and Committee initiatives;
  • Represent CFA Society Toronto’s diverse community;
  • Devote the requisite time to fulfil the duties as a Director; and
  • Prior Board and/or governance experience is an asset.

Application Process
To apply for the Board, please complete the application form here, and include a CV by July 7, 2025.

Non-members are welcome to apply for a position on the Board. If selected, non-members will be required to obtain CFA Society Toronto membership prior to the slate being presented to members.

If you have any questions regarding the application process or if you require any assistance, please contact Casey Pope at cpope@cfatoronto.ca.

Evaluation Process
Following an assessment of all applications by the Governance & Nominations Committee, short-listed applicants will be invited to interview, after which selected applicants will be presented to the Board. Applicants approved by the Board for nomination will be contacted and informed of the Board’s decision, subject to security, credit, and education checks as well as professional references.

On behalf of CFA Society Toronto, we thank you for your interest and continued support in helping us achieve our vision, mission, and strategic priorities.

Sincerely,

Minal Upadhyaya, LLB
Secretary and Chair, Governance & Nominations Committee