Director, Post-secondary Engagement

**Director, Post-Secondary Engagement**:
Full-time Permanent

**Position Overview**:
The Director, Post-Secondary Engagement is responsible for leading the development and implementation of FP Canada’s Post-Secondary Engagement Strategy, through which FP Canada will deliver on key aspects of our 2025-2030 Strategic Plan, particularly our strategic pillar of supporting consumer access to professional financial planning.

Reporting to the Vice-President, Learning, Development and Professional Practice, and the Head of FP Canada Institute, the Director, Post-Secondary Engagement, with a strong background in both financial planning and adult education, develops, implements, and manages strategic partnerships with post-secondary institutions to grow the number of FP Canada certificants who complete technical and professional education leading to FP Canada certifications via post-secondary institutions.

**Key Responsibilities**:
In this role, you will:

- Develop and execute a strategic roadmap for post-secondary partnerships in alignment with FP Canada’s organizational goals and based on the strategic direction set by the Vice-President, Learning, Development and Professional Practice and Head of the FP Canada Institute and the Executive Leadership Team.
- Lead the development, implementation, and maintenance of standards-based partnership agreements with post-secondary institutions from across Canada, including criteria for assessing the suitability of institutions for entering into partnership agreements.
- Coordinate the development, implementation, maintenance, and enforcement of policies for the accreditation and recognition of post-secondary programming as part of post-secondary partnership agreements, to meet technical and professional education requirements established by FP Canada.
- Oversee post-secondary partnerships by establishing and tracking key performance indicators (KPIs), leading reporting activities, and implementing data-driven decision making.
- Establish and oversee the documentation of key processes and workflows related to the delivery of technical and professional education through post-secondary institutions to ensure consistency, compliance, and easy access to resources for students, faculty, and other stakeholders.
- Develop and manage the FP Canada Institute budget for the development and maintenance of post-secondary partnerships, to drive efficient resource allocation while supporting broader organizational budgeting processes.
- Contribute to organization-wide strategic initiatives, including workforce planning and engagement, workplace culture, risk management, technology adoption, and performance reports.
- Collaborate with other internal stakeholders to support cross-departmental initiatives in the delivery of education initiatives.

**Required Qualifications**:

- Bachelor’s degree or higher - preferably an advanced degree in education, finance, or a related field.
- CFP certification or QAFP certification in good standing.
- 10+ years of client-facing financial planning experience and demonstrated history of progressive leadership in the financial planning industry, post-secondary education, or a related field.
- 3+ years of leadership experience overseeing staff, with a proven track record in strategic planning and execution, including budget responsibilities.
- Strong technical and professional knowledge of financial planning and extensive experience in developing financial planning content and programming.
- Strong project management skills with experience in managing multiple stakeholders and competing priorities.
- Expertise in adult learning principles and practices, ideally in a financial planning context, especially in a virtual learning setting.

**Competencies**:

- ** Strategic Thinking** - Ability to align education delivery initiatives with organizational objectives and long-term growth strategies.
- ** Leadership & People Development** - Strong management and leadership skills, with the ability to develop a team of staff and volunteers.
- ** Communication & Collaboration** - Exceptional interpersonal skills, working collaboratively across various levels of the organization.
- ** Operational Excellence** - Expertise in process optimization, technology implementation, and scalable education delivery models.
- ** Innovative Mindset** - Ability to drive continuous improvement and innovation by tracking KPIs and leveraging data for decision-making
- ** Change Management** - Competence in leading and managing change initiatives within an evolving education landscape.

**About FP Canada**:
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. Learn more at FPCanada.ca.

**Working with FP Canada**:
We’re FP Canada,