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September 10, 2026
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September 17, 2026
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September 29, 2026
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Overview
Member Benefits
How To Join
Renew
Find a CFA© Charterholder
Programs
Overview
Education
Mentorship Program
Next Gen Program
Volunteer Program
Hillsdale Investment Management – CFA Society Toronto Research Award
Resources
Overview
The Analyst
On Demand Videos
White Papers & Research
Blog & News
CFAI Research & Policy Center
CFA Societies Canada Advocacy Updates
Career Centre
Overview
Current Available Jobs – Members only access
Job Resources
Purchase Job Posting/My Packages
Events
Overview
Upcoming Events
Brewing Connections – September
September 10, 2026
69th Annual Investment Dinner
September 17, 2026
FMI Learning Series: Using AI in financial modeling: What you need to know today
September 29, 2026
See All Events
69th Annual Investment Dinner
About Us
Overview
Leadership & Staff
Volunteers
Strategic Plan
Annual Report
Governance
Contact Us
Partnerships
Overview
Corporate Sponsorships
Event Sponsorships
Advertising Opportunities
Facility Services
Become a member
Log In
Welcome,
Contact Us
FAQ
Follow us on LinkedIn
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Follow us on Instagram
Follow us on X
Follow us on TikTok
Mentorship Program
Protege Application
Protege Application
Protege Application Good
"
*
" indicates required fields
Thank you for your interest in joining the Mentorship Program as a Protégé. Due to high demand, applying for the Mentorship Program does not guarantee a placement. All applicants will be contacted in December with results. Placement as a Protégé requires commitment for the full Mentorship Program year which runs from January to December. To improve your chances of a successful mentorship selection and pairing, please provide detailed responses supported by clear examples.
Passed Level III
*
Yes
No
You must have passed Level III to apply to be a Protege.
Prefix
Given Name
*
Preferred Name
Last Name
*
CFA Institute Number
*
Current Position
*
Current Employer
*
Phone
*
Email (Please enter your CFA Toronto email address)
*
Resume
*
Accepted file types: doc, docx, txt, rtf, pdf, zip, png, jpg, bmp, jpeg, Max. file size: 5 MB.
LinkedIn Profile
*
Years of Employment Experience
2-5 Years
6-10 Years
11-15 Years
16+ Years
Fields of Career Experience - Please select your top 3 Areas of Interest
First Choice
Buy Side: Equity Research and Portfolio Management
Buy Side: Fixed Income Research and Portfolio Management
Sell Side: Equity Research
Sell Side: Fixed Income Research and Trading
Client focused: Private Wealth Management
Client focused: Institutional Asset Management
Compliance
Corporate Finance
Investment Banking
Private Markets: Private Equity and Venture Capital
Private Markets: Infrastructure and Real Estate
Private Markets (Infrastructure, Private Equity, Real Estate, Venture Capital)
Risk Management
Sustainable Investing
Technology
Trading
Second Choice
Buy Side: Equity Research and Portfolio Management
Buy Side: Fixed Income Research and Portfolio Management
Sell Side: Equity Research
Client focused: Private Wealth Management
Client focused: Institutional Asset Management
Compliance
Corporate Finance
Investment Banking
Private Markets: Private Equity and Venture Capital
Private Markets: Infrastructure and Real Estate
Private Markets (Infrastructure, Private Equity, Real Estate, Venture Capital)
Risk Management
Sustainable Investing
Technology
Trading
Third Choice
Buy Side: Equity Research and Portfolio Management
Buy Side: Fixed Income Research and Portfolio Management
Sell Side: Equity Research
Sell Side: Fixed Income Research and Trading
Client focused: Private Wealth Management
Client focused: Institutional Asset Management
Compliance
Corporate Finance
Investment Banking
Private Markets: Private Equity and Venture Capital
Private Markets: Infrastructure and Real Estate
Private Markets (Infrastructure, Private Equity, Real Estate, Venture Capital)
Risk Management
Sustainable Investing
Technology
Trading
If you have any additional fields of career interest, please provide further details here:
Discuss your motivation for joining the Mentorship Program as a Protege, emphasizing any expectations you have from the program. Please provide 2-3 paragraphs detailing your thoughts.
*
Highlight two (2) accomplishments from your present or past experiences, showcasing your key strengths through examples
*
List 2 - 3 areas of future development you would like to focus on during the mentorship year and outline your short- and medium-term career objectives. Explain the direction of any transitions you are considering (e.g., vertical, lateral, tangential) and why.
*
Protege Training will take place in January and is mandatory. If I am accepted into the program, I agree to attend the Protege Training session.
Yes
How did you hear about the Mentorship Program?
*
Protege Referral
Mentor Referral
Member Referral (non Protege/Mentor)
LinkedIn
Twitter
Instagram
eNewsletters
The Analyst
Society Website
Other
PROTEGE APPLICATIONS DUE 28 SEPTEMBER 2026 AT 5:00PM.
By checking this box, you give consent to receive electronic communications, including without limitation email and Social Media, from or on behalf of CFA Society Toronto, including updates and other notifications from CFA Society Toronto and its partners? (You may withdraw your consent or update your preferences at any time.)
Yes