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Advisor Mentoring Program
REGISTER
ABOUT
MENTORSHIP
BENEFITS
CONTACT
Mentor Profile
Please fill out all required fields.
Contact Information
First Name
*
Last Name
*
Email
*
Admin Only
Language
*
Select
English
French
Products and Topics
Products of Interest: Insurance
(
click all that apply
)
*
Personal health insurance
Critical illness insurance
Long term care insurance
Disability insurance
Term life insurance
Permanent life insurance
Participating life insurance
Universal life insurance
Other insurance
Products of Interest - Wealth:
(
click all that apply
)
*
Investment products
GIC's and Insurance GIC's
Mutual funds
Segregated funds
Savings plans
RRSP
TFSA
RESP
Retirement income plans
Annuity products
RRIF
LIF
Other investments
Workplace investments
Brokerage services
Topics I can advice on:
(
click all that apply
)
*
Preparation
Mindset
Confidence
Unique Differentiation
Planning
Prospecting
Marketing Materials
Website
Webinars
Promotions
Social Media
Advertising
Publicity / Public speaking
Sales
Outreach methods
Listening tactics
Asking questions
Overcoming Objections
Problem solving
Follow ups
Closing
Asking for Referrals and testimonials
Client meetings
Service strategy
Making the reccommendation
Technology
One Plan
SViApp
Morningstar
Investor Questionnaire
Business Management
Teaming
Business Planning
Hiring an assistant
Segmentation -Service strategy/client engagement
Digital Office
Compliance
Best practices related to insurance
Best practices related to wealth
Client Demographics
Age ranges
*
18-30
30-40
40-50
50-65
65+
Lifestyle
*
Individuals
Couples
Families
Business Owners
Locations
*
Urban
Suburban
Rural
Income ranges
*
40-60k
60-80k
80-100k
100-150k
150-200k
200+k
Niche Markets
*
Trades
Professionals
Executives
Entrepreneurs
High Net Worth
Retired
None Applicable
Communities
*
Western European
Eastern European
Middle Eastern
Carribbean
African
Chinese
Indian
South East Asian
Asian Pacific
First Nations
South American
Central American
Australian
None Applicable
Region
Financial Centre
District
My top 3 hobbies
Acting
Archery
Astrology
Astronomy
Auto racing
Backpacking
Baseball
Basketball
Beach Volleyball
Billiards
Bird watching
Board games
Bodybuilding
Bowling
Boxing
Cards
Chess
Climbing
Coloring
Comic book collecting
Computer programming
Cooking
Creative writing
Cricket
Cycling
Dancing
Darts
Debate
Digital arts
Drama
Drawing
Driving
Electronics
Embroidery
Fishing
Football
Foreign language learning
Gaming
Gardening
Genealogy
Golf
Gymnastics
Hiking
Hockey
Hunting
Jewelry making
Jigsaw puzzles
Jogging
Judo
Kayaking
Kitesurfing
Knitting
Martial arts
Model Building
Mountain biking
Mountaineering
Music
Netball
Origami
Painting
Photography
Playing musical instruments
Pottery
Puzzles
Reading
Rock climbing
Roller skating
Rugby
Running
Sailing
Scrapbooking
Rowing
Sculpting
Sewing
Shooting
Shopping
Singing
Skateboarding
Sketching
Skiing
Skydiving
Snowboarding
Sports Squash
Soccer
Sudoku
Surfing
Swimming
Taekwondo
Tai chi
Tennis
Traveling
Triathlon
Vehicle restoration
Video gaming
Vintage cars
Volleyball
Watching movies
Water sports
Weightlifting
Woodworking
Writing
Yoga
Have you participated in a mentoring relationship before?
*
Select
Yes, formal program
Yes, informal relationship
No
How many mentees would you like to mentor?
*
Select
1
2
Designations you have or are actively working towards
Canadian Investment Funds Course (CIFC)
Registered Retirement Consultant (RRC)
Certified Health Insurance Specialist (CHS)
Qualified Associate Financial Planner (QAFP)
Certified Financial Planner (CFP)
Certified Professional Consultant on Aging (CPCA)
Chartered Life Underwriter (CLU)
Certified International Wealth Manager (CIWM)
Elder Planning Counselor (EPC)
Certified Employee Benefit Specialist (CEBS)
F.PI. Financial Planner (Quebec )
Licensed in provinces
(
click all that apply
)
*
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Northwest Territories
Nunavut
Yukon
Password
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8 and 20 characters
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Security questions
I went to high school in the city:
*
My first car was a:
*
My favourite colour is:
*
Mentoring agreement
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Code of conduct
I agree to the
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I agree to the Code of Conduct
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