Career Opportunity

We’re Hiring: Associate, Education & Events

CFA Society Toronto is a not-for-profit organization that supports the professional development of more than 11,500 members. As the world's largest Society of CFA Charterholders, we strive for excellence by providing relevant and innovative programs and services within an inclusive community that represents financial professionals of the highest caliber. The variety of member programs and services the Society is dedicated in providing includes educational programs, volunteer opportunities, sponsored events, employment postings, mentorship resources, quarterly publications (The Analyst), outreach, and networking opportunities. Professional development programs and events are a key resource in supporting these initiatives.

The Associate, Education and Events role is manages and delivers high-quality, data-driven programs in collaboration with volunteer committees, aligned with the Society’s education and Member Experience strategy. This role owns the end-to-end planning, execution, and evaluation of multiple programs, ensuring consistency, relevance, and excellence across offerings. A strong understanding of how initiatives support the Society’s strategic plan is required. Programs are delivered through various formats, including workshops, seminars, webinars, conferences, videos, socials, and other special events. 

This is an excellent career opportunity for an enthusiastic and charismatic team player who takes initiative and has demonstrated program/project management and event planning skills within a dynamic, not-for-profit organization. This role is best suited for someone who thrives in a flat organizational structure within a small office environment and displays a high degree of initiative and innovativeness.

This role is supported by the Senior Manager, Education & Events

Execution & Evaluation

• Establish and monitor KPIs for individual programs and committees, including attendance, engagement, satisfaction, post-event surveys/feedback, event stats reporting, and financial performance
• Provide excellent customer service with all our stakeholders
• Perform additional duties, projects and assignments as required
• Source, plan and negotiate all event requirements including venue, AV and catering requirements, while facilitating applicable onsite health and safety protocols
• Develop, manage, and reconcile program budgets within your respective portfolio, ensuring financial accountability and alignment with annual targets
• Update and maintain virtual resources for related areas, including event management platform (Cvent); webinar platform (Zoom); basic post-production editing, distribution, and archiving of recorded events; social media platforms, Survey tools (SurveyMonkey, Slido), Event Apps and company website
• Assist with room set-up and wrap-up for programs and events
• Script writing and event material production, including presentation slides, usage of audience engagement technology, and video production
• Coordinate sponsorship requirements with Corporate Relations & Business Development staff, where applicable

Administration

• Invoice reconciliation and processing
• Maintain the CRM database of applicable volunteers, committees, program participants, speakers, and other stakeholders
• Manage the scheduling and catering requirements for meetings
• Manage the speaker gift inventory
• Issue tax forms and/or CFA Institute PL credit confirmation letters for participants (upon request)
• Ensure event policies, processes and materials are current and available in a timely manner
• Be a steward of resources – identify, prioritize, and manage Society resources with transparency and integrity

What We’re Looking For:

• Bachelor’s degree or equivalent education and work experience
• Minimum three (3) years of demonstrated success in event/program/project management experience, including developing and managing budgets
• Experience in and/or a preference for working in a small office and/or non-profit environment
• Ability to implement organizational plans
• Excellent initiative-taking, interpersonal, influencing and communication skills, with the ability to plan and deliver clear communications to a variety of stakeholders at all levels
• Knowledge of current and emerging issues related to event planning and attendee engagement
• Strong attention to detail, accuracy, and problem-solving skills
• Ability to prioritize and respond to urgent situations while consistently meeting competing deadlines with minimum direct supervision
• Strong proficiency in Microsoft Office 365 applications including Word, Excel, PowerPoint, Teams
• Strong proficiency with webinar platforms, specifically Zoom
• Intermediate level experience with association management software (Dynamics CRM, Salesforce and CVENT) considered an asset
• Experience in a membership-based or nonprofit environment is an asset.
• Familiarity with the investment and financial services industry or CFA designation is an asset.
  
  

This position may require time commitments outside of normal business hours.

The CFA Society Toronto office is in the heart of the Financial District and offers a hybrid work environment.

Compensation Type: Salary         

CFA Society Toronto is firmly committed to the principles outlined in CFA Institute’s Diversity, Equity and Inclusion (DEI) Code.   Please click here to review.

For all inquiries and applications, please submit your resume and cover letter to mcourtney@cfatoronto.ca

To apply for this position, please send your cover letter and resume to:

Thank you for your interest. This job posting is now closed.

CFA Society Toronto is committed to a fair and inclusive work environment and seek talent with diversity of life experiences and perspectives. We are an equal opportunity employer that hires talent regardless of age, race, creed, colour, religion, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, status as a protected veteran or any other legally protected grounds and will not discriminate on these bases.

Please Note: This Job Description is a consolidated list of core duties and functions and will be adjusted from time-to-time as events, programs, and services are added or removed. Other duties and responsibilities will be assigned, as necessary. This role is subject to change, based upon the needs of CFA Society Toronto and its members. 

About CFA Society TorontoCFA Society Toronto is the world’s largest Societies of CFA® Charterholders, dedicated to supporting the professional and business development of over 11,500 members. Our diverse community consists of members from both institutional and retail arenas, active in various roles including portfolio management, trading, research analysis, financial advising, and consultancy. Through our programs and initiatives, we offer opportunities for continuous learning, networking, and leadership development, empowering our members to excel in a dynamic and competitive global market and ensuring they remain at the forefront ofvthe industry.

Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry.

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.