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CFA Montréal Mentoring Program

Propel your career forward!

Do you have between 5 and 15 years of experience under your belt? Looking to climb the corporate ladder, transition to another sector of the financial industry or start a business with a financial focus?

Have you considered tapping into the experience, knowledge, insight and support of a CFA Montréal mentor?

What the mentoring program entails

The CFA Montréal mentoring program represents a unique opportunity for participants to fast-track their professional and personal growth.

It pairs aspiring Montreal-based financial leaders who are CFA charterholders with seasoned industry professionals.

The careful pairing process is the reason behind the program’s success. Each profile is analyzed in detail to find the best possible mentor-mentee match and ensure a high level of compatibility.

The goal is to provide mentees with guidance from a trusted source, to help them develop new skills and to give them the tools to move forward along their career path.

Program structure

Program length: 1 year

2 training sessions with a specialized coach to ensure mentors and mentees alike get the most out of the experience, complete with a comprehensive mentoring toolbox and guidelines for thought and discussion

6 or more one-on-one meetings for each mentor-mentee dyad

Support services tailored to the needs of each participant

Important dates

Registrations begin

August 8, 2022

Info session (open to all)

September 1, 2022 — Noon to 1 p.m.

Virtual session

Registration deadline

September 30, 2022

Why should you sign up to become a mentee? What can a mentor bring to the table?

Benefit from the support, insights and encouragement of an experienced professional hand-picked based on your own career profile
Acquire and hone new skills
Be exposed to new perspectives from an industry professional outside your regular circle of contacts
Build confidence and prepare your next career move
Leverage a one-of-a-kind networking opportunity

Who can apply?

CFA charterholders who are members of CFA Montréal and who have 5 to 15 years of experience
Professionals looking to:
- Move into a management role or a position of added responsibility in the financial sector
- Transition to another aspect of finance
- Start up a business with a financial focus
Mentees must be prepared to devote the necessary time to building a relationship with their mentor throughout the duration of the program

Ready to make it happen? Sign up now to become a mentee!

You have until September 30, 2022, to submit your application.

All applicants must provide the following:

A résumé
A letter from their employer consenting to the applicant’s participation in the program
A short cover letter.

Applications will be reviewed by the pairing committee. Interviews may be conducted with selected participants to get a better idea of their profile and specific expectations.

Submit your application

Interested in becoming a mentor and sharing your experience?

Our mentoring program doesn’t just benefit mentees looking for career guidance. It’s also a rewarding and fulfilling experience for those who step up to serve as mentors.

Why consider becoming a mentor?

Show your support for CFA charterholders and CFA Montréal members as they move forward in their career
Fine-tune your leadership and coaching skills
Give back to the financial community and pass on the benefit of your knowledge
Discover new ideas and points of view
Expand your professional network

Who can be a mentor?

Experienced professionals with 15 or more years of experience who are ready to share their expertise and experience as pat of a special mentor-mentee relationship (priority given to CFA charterholders)
Candidates with solid interpersonal skills (open-mindedness, empathy, active listening) interested in forging a one-on-one relationship with a mentee
Mentors must be prepared to devote the necessary time to building a relationship with their mentee throughout the duration of the program

Find out for yourself how gratifying the mentor experience can be!

Deadline for returning your completed form is September 30, 2022. Applications will be reviewed by the pairing committee. Interviews may be conducted with selected participants to get a better idea of their profile and specific expectations.

Submit your application

A proven track record for success

Over 100 dyads have been created in the program’s 13-year history.

The CFA Montréal Mentoring Program came at the right time in my career. My goal was to advance within my organization and I had the opportunity to meet a mentor with a wealth of experience. In addition to our open and sincere discussions, I came away from the program more confident in my skills and better equipped to take the next steps in my career, which I hope will flourish. I highly recommend this program to all young CFA members who wish to advance their career.

— Yohan Beaulieu, CFA, mentee

Through the CFA Montréal mentoring program, I had the privilege of working with a very bright and very driven young entrepreneur. Our discussions were incredibly thought-provoking on both a professional and a personal level. The mentor–mentee relationship is very much a two-way street, and I feel like I learned as much as she did. The trust between us blossomed over time, and this was in large part due to the tools made available to us as well as the opportunities we had to interact. As someone who has taken part in other mentoring programs, as both a mentor and a mentee, I have to congratulate CFA Montréal for having come up with a comprehensive approach that goes beyond matching up two people, with pre-mentoring training and check-ins at various points throughout the process. I’m convinced that this commitment to ensuring each and every mentee gets the best possible support from their mentor is why it all works so well. I for one am grateful for my mentee’s receptiveness and trust from the get-go.

— Lucie Bourgeois, mentor

Over the years, I’ve had the opportunity to meet some great people through the CFA Montréal mentoring program. Some mentees were eyeing a shift in their career, while others were looking for ways to have more pull in their organization. In both cases, the mentees I worked with found answers to their questions, and I had the privilege of helping them get the clarity they wanted. These experiences have been very satisfying for me personally. Thank you for making this fantastic program possible.

— Patrice Denis, CFA, mentor