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Keyword: Advisor titles

35 results found
businessman in a desk with financial advisor nameplate

Regulator proposes minimum competency requirements for advisor, planner titles

Saskatchewan field with old bridge

The next step is developing rules for who can use "financial planner" and "financial advisor"

Businessman takes bag of money from another businessman.

Proposal is one of several set out in SRO's priorities for the current year

Queen's Park, Ontario legislature, exterior

Having regulations in place by 2021 is probably a “best case” scenario, says the CEO of FSRA

compliance puzzle

The association's budget submission also makes recommendations on annuities and taxes

usinessman holding binoculars with tie and shirt on cityscape

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • By: Cary List
  • December 12, 2019 December 12, 2019
  • 16:50
middle aged couple discussing something on a document with a female advisor at the table

If consumers' interests are not at the heart of this initiative, it may do more harm than good

  • December 6, 2019 December 4, 2019
  • 00:02
Saskatchewan field with old bridge

Saskatchewan has joined Ontario in regulating "financial planner" and "financial advisor"

smiling young couple shaking hands with investment advisor

The draft statement includes details on title protection framework

  • By: IE Staff
  • November 27, 2019 November 27, 2019
  • 14:44
smiling young couple shaking hands with investment advisor

Details are few, but flexibility is a key theme