As an advisor, you hold a life insurance license and may present yourself to the public in a way that highlights this certification, provided you comply with applicable regulations.
Here are some examples of representations:
- Business card
- Advertising
- Email signature
- Facebook page
- LinkedIn page
- Website
The advisor’s name and contact information, as listed in the regulator’s registry, the authorized title must appear in the advisor’s representations.
In Quebec
In Quebec, when making representations, an advisor must use the title authorized by the Autorité des marchés financiers for the discipline of life insurance, which is Financial Security Advisor (Conseiller en sécurité financière in French). The advisor must also mention the firm they represent.
The title Financial Advisor is prohibited.
An intern must always present themselves as a Life Insurance trainee.
Elsewhere in Canada
In several provinces, including Ontario, the titles Financial Advisor and Financial Planner are protected. Only advisors who have obtained these titles from a regulator-accredited organization may use them.
We invite you to consult the information sheet 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” page, only the title of Life Insurance Advisor is permitted.
