THE ORGANIZATION
About FP Canada™
Established in 1995, FP Canada is a national not-for-profit education, certification, and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning across the country. There are about 17,500 CERTIFIED FINANCIAL PLANNER® professionals and about 1,600 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals as at March 31, 2023, who are held to FP Canada’s rigorous professional and ethical standards.
At a time when society is facing unprecedented technological disruption in all walks of life, Canadians have a greater need than ever for personalized financial planning advice with a human touch. Our vision – IMAGINE2030 – of the future is one where all Canadians have access to professional financial planning and financial planning is unified, recognized in statute and deemed essential by society. Our Strategic Plan outlines the work we’ll do over the next three years toward achieving that vision.
At a high level, FP Canada sets the strategic direction for professional financial planning in Canada. FP Canada also achieves its mandate through two distinct divisions. The FP Canada Standards Council™ establishes and enforces financial planning standards, sets the certification requirements for professional financial planners and develops and delivers certification exams. The FP Canada Institute™ is dedicated to elevating the practice of financial planning through education and practice support that is affiliated with Canada’s most trusted partner in professional financial planning. Well-suited to a changing, fast-paced world, the Institute offers individuals and industry partners a new, direct, end-to-end learning path that integrates technical and professional skills education in support of QAFP™ certification and CFP® certification.
FP Canada operates in all provinces except Québec; however, through a strategic partnership with Institut québécois de planification financière (IQPF), the only body in Québec authorized to confer financial planning diplomas, FP Canada’s standards are adopted nationally.
In Ontario, FP Canada has been approved by the Financial Services Regulatory Authority of Ontario (FSRA) as a credentialing body to grant and oversee Financial Planner title use under the Financial Professionals Title Protection Act, 2019. CERTIFIED FINANCIAL PLANNER certification and QUALIFIED ASSOCIATE FINANCIAL PLANNER certification have been approved by FSRA for use of the Financial Planner title in Ontario.
THE OPPORTUNITY
The Vice President, Business Development, a newly created role, is responsible for developing and implementing business development strategies to support the growth and sustainability of FP Canada. This position is critical to ensuring continued success and growth of FP Canada and helping to achieve FP Canada’s mandate of advancing professional financial planning.
Reporting to the President and CEO, the VP Business Development will be responsible for developing and executing FP Canada’s business development strategy to grow FP Canada’s education, sponsorship and certification revenues. As a member on the Executive Leadership Team, the executive exhibits strong leadership skills to build and strengthen relationships to showcase FP Canada’s value proposition to existing and prospective customers. This position is expected to demonstrate leadership internally by fostering a customer-centric tone and as a strong advocate for FP Canada’s education and certification initiatives.
The incumbent will be responsible for all industry and academic engagement related to business development activities to drive future growth for FP Canada including the continued growth of existing markets and customer relationships, the identification of new markets for current products, identifying opportunities for new and innovative offerings to meet the evolving educational requirements of prospective and existing CFP Professionals and QAFP Professionals, and the expansion into new partnerships and market opportunities.
RESPONSIBILITIES AND ACCOUNTABILITIES
Strategic Leadership
Building and Fostering Key Relationships
Leading New Business Growth
Promoting a Culture of Customer Service Excellence
Internal Reporting and Communication
Developing and fostering of an inclusive and collaborative team culture
THE CANDIDATE
The ideal candidate will possess the following knowledge, experience, skills and attributes:
Core Organizational Competencies
CONTACT INFORMATION
If you are interested in being considered for this leadership position, please submit your cover letter and current resume to:
Cheryl Lai, Senior Consultant at [email protected] with “FP Canada VP Business Development” in the subject line.
Should you have any questions, please contact:
Cheryl Lai, Senior Consultant [email protected] 416.928.4580
Oksana Krupa, Executive Assistant [email protected] 416.928.4612
About LHH – www.lhh.com
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