2026-2027 CFA Society Toronto Board of Directors
CFA Society Toronto is currently accepting applications for the 2026-2027 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
CFA Society Toronto is recruiting for up to two position(s) on the Board of Directors. To complement existing Board competencies and the governance framework, CFA Society Toronto is prioritizing candidates with:
a) senior leadership experience; b) business development experience; c) deep expertise in the investment management industry, particularly in Private Wealth Management; d) a broad span of influence within the industry and amongst CFAST’s key stakeholders; and e) a CFA Charter.
In addition to the prioritized areas, the Governance and Nominations Committee is seeking candidates who possess the following qualities:
Time Commitment
The estimated annual time commitment for Board of Directors is approximately 20.5 hours of meeting time, which includes attendance at regular in-person Board meetings, the Annual Meeting and the annual Board Planning Session.
In addition to Board duties, each Director is required to serve as an active member of at least one Standing Committee. The current standing committees are:
Directors are encouraged to consider their availability and areas of expertise when expressing a committee preference.
The estimated time commitments noted above reflect meeting hours only and do not include preparation time, travel, or participation in any ad hoc duties.
Application Process
To apply for the Board, please complete the application form here, and include a CV by June 10, 2026.
CFA Charterholders who are not members of CFA Society Toronto 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 Calandra Muller at nominations@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.
Board Recruitment Schedule
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