Call For Board Directors Canadian Foundation for Financial Planning™

Application Deadline – June 26, 2026

About The Foundation

Our mission is to change lives through the power of financial planning. We provide free financial planning programs to people across Canada who are financially vulnerable and face barriers to accessing support. We do this by partnering with community organizations and by mobilizing volunteers from the professional financial planning community. 

The Foundation is supported by its Founding Members FP Canada and the Institute of Financial Planning, two of Canada’s leading financial planning certification and education organizations, and by corporate, foundation, and individual supporters. 

The Foundation is currently looking to recruit people who are passionate about creating a brighter future for all people living in Canada. 

Ideal candidates will have:

• a commitment to the Foundation’s vision: A Canada where everyone has access to the financial planning knowledge, confidence, and support they need to improve financial health and build financial resilience; 

• a passion for making a positive impact on people’s lives;  

• connections to potential funders and/or to communities that could benefit from CFFP’s programs; 

• experience with charitable sector/community service programs; and 

• an ability to bring new perspectives to the Board. 

Other Desirable Attributes Include:

• financial literacy and familiarity with the financial services industry; 

• demonstrated leadership skills; 

• previous Board experience (preferably with a not-for-profit organization); 

• financial, marketing and communications, or human resources expertise;  

• strong interpersonal and oral communications skills. 

The Foundation believes in the value that comes from different perspectives and experiences. We are committed to pursuing diversity, equity, and inclusion within the organization. As we strive to have a Board that is reflective of Canada’s demographic composition, and the communities we seek to work alongside, we encourage candidates who identify as being part of traditionally underrepresented communities to apply.  

About the Foundation Board of Directors

The Canadian Foundation for Financial Planning Board of Directors works on behalf of the Canadian public to help ensure that the Foundation’s purpose — to improve the lives of Canadians by supporting access to financial planning — is realized. 

The primary functions of the Board include:

• Setting the strategic direction and long-term vision for the organization, ensuring alignment with our mission and goals; 

• Providing governance oversight, ensuring that the organization operates ethically, transparently, and in compliance with relevant laws and regulations; 

• Overseeing the financial management of the organization, including budget approval, financial reporting, and ensuring fiscal responsibility; 

• Supporting fundraising and resource mobilization efforts where possible, leveraging networks and relationships to secure funding and support for our programs and initiatives; 

• Contributing to the development and evaluation of programs and initiatives aimed at promoting financial literacy and access to free financial planning information, education, and supports; 

• Actively engaging with stakeholders, partners, and the community to raise awareness about financial literacy issues and advocating for positive change; 

• Assessing and mitigating risks facing the organization, ensuring that potential risks are identified and managed effectively; and 

• Serving as ambassadors for the Foundation, advocating for financial literacy and representing the interests of the Canadian Foundation for Financial Planning. 

About the Board Position

Appointments are for a three-year term, beginning in Fall 2026, with possible renewal for a second three-year term. The Board meets a minimum of three times a year, with one of those meetings being in-person, in Toronto. Travel expenses will be reimbursed in accordance with Board policy. A Director will also be expected to participate on one or more standing committees of the Board: Nominating & Governance; Human Resources and Compensation; Finance, Audit, and Risk. Interest in and experience relevant to the work of the Finance, Audit & Risk Committee will be considered an asset. 

To apply for this position, please send CV and cover letter to Executive Director Laura Boudreau at foundation@cffp.ca. 

A Public Director represents the direct and indirect users of financial planning services, and helps to ensure that the public interest perspective is represented on the CFFP Board.