Mentorship program

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CFA Montreal Mentorship 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 mentorship program entails

The CFA Montréal mentoring program offers a unique opportunity for career development and enrichment, both professionally and personally.

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, from January to December
  • 2 training sessions with a specialized coach to maximize the experience through concrete tools and avenues for reflection
  • 6 to 12 one-on-one meetings for each mentor-mentee dyad
  • Support services tailored to the needs of each participant

Mentee

To be eligible for the program as a mentee, you must meet the following criteria:

  • Hold the CFA designation;
  • Be a member of CFA Montréal;
  • Between 5 and 15 years' experience in finance;
  • Hold a full-time job in finance;
  • Planning a transition to a more senior position within the same company, a career transition to another sector of finance in the short or medium term (e.g. from brokerage to portfolio management), or starting a business in the financial sector; and
  • Commit to acting in a professional, honest, and ethical manner, and to demonstrate a high level of engagement at every stage of the program.

Application deadline: September 30, 2025

For your application to be considered, you must complete this form and attach ALL of the following documents:

  1. Your CV;
  2. A letter from your employer confirming their agreement for your participation in the program; and
  3. A motivation letter following the instructions in the form below.

For any questions, please write to info@cfamontreal.org.

Fill out the form

Mentor

To be eligible for the program as a mentee, you must meet the following criteria:

  • More than 15 years' experience;
  • A desire to share your expertise and experience within the framework of a privileged professional relationship;
  • Good interpersonal skills (open-mindedness, empathy, active listening) to establish a mentoring relationship; and
  • Have the time required to invest in the mentoring relationship for the duration of the program (3 to 5 hours per quarter).

Application deadline: September 30, 2025

If you wish to apply as a mentor, please complete this form and upload your most recent CV.

For any questions, please write to info@cfamontreal.org.

Fill out the form

Important dates

Registrations begin

  • August 18, 2025

Info session (open to all)

  • September 9, 2025
  • 12 to 1 p.m.
  • Virtual session

Registration deadline

  • September 30, 2025
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, CFAmentee
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 Bourgeoismentore
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, CFAmentor
I highly recommend this program. It facilitates and frames self-reflection on our career development, which would otherwise be complicated to ponder without support. The combination of structure provided by CFA Montreal, external experts and mentors make it a great experience.
Carl Dussault, CFAmentee

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