The RIA is launching a new Retail Strategy Working Group in fall 2024. In support of the RIA’s mission to drive the growth and development of responsible investment in Canada, the Working Group’s mandate will be to inform and work with RIA management on the advancement and execution of its responsible investment retail strategy.
Specifically, the Working Group will:
- Provide ongoing advice and support to management on the RIA’s responsible investment retail strategy.
- Help management set priorities and identify key content and programming needs related to retail investment.
- Assist management in staying abreast of relevant developments in the regulatory and credentialing landscapes.
- Identify opportunities and/or barriers for growth of adoption of RI in retail investing.
The RIA is seeking up to seven individuals to form the inaugural Working Group cohort.
What’s in it for you?
Participation in the RIA’s Retail Investment Working Group is a unique opportunity to:
- Contribute to the growth, development and entrenchment of responsible investment in Canada.
- Help shape, inform and develop the responsible investment retail landscape in Canada.
- Gain access to important industry insights and studies.
- Play a direct role in ensuring needs are met in this important and growing sector.
Expectations of Working Group members:
- Participation in quarterly Working Group meetings.
- Accessible to RIA management for occasional input on priority initiatives (outside of quarterly meetings).
- One-year commitment (with the possibility of renewal).
The Working Group is not:
- An oversight or governance body.
- A platform to evaluate or promote products or services.
Working Group Composition:
- Advisors (three – with different credentials)
- Fund manufacturer (one)
- Fund Wholesaler (one)
- Data company (one)
- RI/ESG subject matter expert (one)
Note: Working Group participation is in a volunteer capacity and is contingent on being an RIA member in good standing.
Are you the ideal candidate to contribute to the RIA’s Responsible Investment Retail Strategy?
Kindly complete the application form by close of business on September 20, 2024.
The RIA thanks all applicants. However, due to the limited number of positions, only short-listed candidates will be contacted.
