---
title: Insurance | Use the right title to showcase your expertise
description: Your professional title highlights your expertise. Make sure it complies with the rules in the province where you practice.
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---

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### Insurance | Use the right title to showcase your expertise

 October 15, 2026

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Insurance | Use the right title to showcase your expertise

1:50

Your professional title highlights your expertise. Make sure it complies with the rules in the province where you practice.

Your life insurance license is a mark of competence. You can showcase it in your public representations, provided you use the authorized title and comply with applicable regulations.

Here are some examples of representations:

- Business card
- Advertising
- Email signature
- Facebook page
- LinkedIn page
- Website

All of your representations must clearly state your **name** and **contact information**, as listed in the regulator’s registry, as well as your **authorized title**.

 

**In Quebec**

For the field of life insurance (insurance of persons), use the title “**Financial Security Advisor**” (*Conseiller en sécurité financière* in French). You must also mention the firm you represent.

Do not use the title “**Financial Advisor**,” as it is prohibited in Quebec. If you are an intern, always present yourself as an “**Insurance of Persons Trainee**.”

 

**Elsewhere in Canada**

The rules vary from one province to another. In several provinces, including Ontario, the titles “**Financial Advisor**” and “**Financial Planner**” are protected. **You can only use them if you have obtained them from a regulator-accredited organization.**

For more information on the rules in Ontario, consult the [information sheet](https://iaconnected.ia.ca/hubfs/Individuel/Divers/1024%20-%20Life%20Agent%20Handout%20ENG.pdf) prepared by the Financial Services Regulatory Authority of Ontario.

Please note that for advisors who have the privilege of being listed on iA Financial Group’s [Talk to an Advisor](https://ia.ca/find-an-advisor) page, only the title of “**Life Insurance Advisor**” (*Conseiller en assurance vie* in French) is permitted.

 

### Check your representation tools

- Do your name and contact information match those in the regulator’s registry?
- Is your license valid in the province where you practice?
- Do your email signature, social media profiles and website all use the same title?
- In Quebec, is the firm you represent indicated?
- If you’re listed on the [Talk to an Advisor](https://ia.ca/find-an-advisor) page, are you using the correct title for that page?

 

The right title helps clients understand your role and highlights your certification. It also reduces the risk of confusion and allows you to present your expertise clearly and in compliance with applicable rules.

 

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