Building the Canadian Dream

Financial Summit for Newcomer Advisors

Canada is expected to welcome 1.45 million immigrants over the next three years, with Statistics Canada projecting that the proportion of immigrants in our population could reach up 30% by 2036 and more than half of them would be of Asian origin. Of the Government of Canada’s Immigration Levels Plan for 2023-2025, more than 20% are expected to be skilled workers, including experienced finance professionals.

The Financial Summit for Newcomer Advisors will serve as a first-of-its kind forum to foster insightful discussions, exchange experiences, and collectively develop strategies to specifically assist newcomer financial professionals to navigate the complexity of becoming gainfully employed in Canada’s financial services sector. Our goal is to empower these professionals by providing innovative work-integrated training programs, coaching and mentorship, and workplace cultural sensitivity support to position themselves for successful and fulfilling careers in the long run.

The summit will also address the recruitment challenges encountered by the sector itself. By understanding and addressing these issues, we can collectively work towards creating a more diverse, inclusive, and equitable workforce that can truly leverage the broad knowledge capital, the depth of experience, and unique insights and expansive networks that global finance professionals bring to Canadian financial industry employers.

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Agenda

1:00 – 1:30 PMRegistration
1:30 – 1:40 PMIntroduction and welcome
1:40 – 2:00 PMDeepak Anand MPP, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development Member, Standing Committee on Finance and Economic Affairs
2:00 – 3:10 PMPanel Discussion – Newcomer Advisors on the challenges to get work and support.

Moderator: Vithu Ramachandran, Managing Lawyer, Ramachandran Law Professional Corp
3:10 – 3:25 PMBreak
3:25 – 4:15 PMPanel Discussion – Issues the Financial Services Industry is having recruiting people.

Facilitator:
Joady Guyot, Vice President, Advisor Development CI Assante Wealth Mgmt
Margaret Bennett, National Recruitment Consultant, Canada Life
Ruth Fraser, Advisor Recruitment Consultant, SunLife
Wanzi Silva, Senior Manager, Client Success & Operations – Newcomer & Cultural Segment
4:15 – 4:45 PMFireside Chat – Pat Dunwoody & Sabina Michaels, Associate Director, Intercultural Skills Lab, at University of Toronto, Rotman School
4:45 – 6:00 PMReception
During this engaging event, you will have the opportunity to share your invaluable expertise and insights on the challenges faced by Newcomer Advisors. By opening up about your experiences, you will contribute to a vibrant dialogue that explores potential solutions and identifies opportunities for improvement within the industry.

Advisor Registration​

Continuing Education Credits

We will be offering FP Canada continuing education credits for this summit. In addition, this half day event has been approved for 3.0 CE credits by The Institute for Advanced Financial Education (IAFE).

Please note you must attend the entirety of the event as we do not offer partial credits

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