A common concern when discussing improved diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups. What are some of the best practices and emerging strategies in this area? How are advisory practices and organizations attracting and retaining these candidates?

During this virtual roundtable, hosted live by Advisor.ca and Investment Executive on Tuesday, March 7, 2023 at 1:00 pm ET, attendees will learn the steps they can take as individuals and within their organizations to make the industry more attractive to all candidates.

Moderated by:
Melissa Shin, Editorial Director, Advisor.ca & Investment Executive

Presented by:

  • Najma Pilgrim, Vice-President, Human Resources & Inclusion, Fidelity Investments Canada
  • Jennifer Plenert, Vice-President, Regional Manager – Toronto Region, National Bank Financial – Wealth Management
  • Shelley White, Senior Advisor, Wealth Solutions, Skyline Wealth
  • Yasmin Zalac, Region Head, Financial Planning, Metro East, TD Wealth

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. For those who missed the live webinar on Tuesday, March 7, 2023 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

Sponsored by:

Fidelity Investments        National Bank Financial Wealth Management
Skyline Wealth        TD