Assistant Professor in Personal Financial Planning

The School of Administrative Studies is one of Canada's largest interdisciplinary management schools and teaches York University's Bachelor of Commerce program through offerings in finance, accounting, marketing, business technology management, management, and related fields. The Finance area at the School of Administrative Studies is home to a diverse group of scholars engaged in research and teaching in investments, corporate finance, and financial planning. The successful candidate will join the Finance area as a specialist in personal financial planning and will be expected to develop and maintain an active program of research in the field while contributing to undergraduate teaching in financial planning and related areas.

Candidate Qualifications:

• Degree:
  • PhD or PhD near completion in Finance or related field by the appointment’s start.
• Scholarship:
  • A coherent and well-articulated agenda of research and specialization in financial planning, household finance, financial well-being, retirement planning, financial literacy, behavioural finance, wealth management, estate planning, risk management and insurance, or related areas.
  • A record or evident promise of generating innovative, substantive, rigorous, and as appropriate, externally funded research.
  • A record or evident promise of making influential contributions and demonstrating excellence in the field (e.g. peer-reviewed publications, conference presentations, working papers).
• Teaching:
  • A record or evident promise of excellence in teaching and dedication to students (e.g. teaching experience, teaching evaluations, curriculum development, pedagogical innovation, or other evidence of effective instruction).
  • Demonstrated ability or potential to teach undergraduate courses in financial planning and related areas, including personal financial planning, retirement planning, estate planning, behavioural finance, client communication, ethics in financial planning and personal risk management.
  • Suitability for prompt appointment to the Faculty of Graduate Studies given this position may involve graduate teaching and supervision.
• Additional:
  • Professional designations relevant to financial planning (e.g., CFP®, QAFP™, CPA, CFA, CLU, or equivalent) are an asset.
  • Experience engaging with the financial planning profession, regulatory bodies, professional associations, policymakers, or industry stakeholders is an asset.

Hiring Policies:

• The anticipated starting salary for this position at the rank of Assistant Professor is in the range of $159,000 to $189,000 and will be commensurate with qualifications and experience. York University offers generous benefits and salary provisions.
• All York University positions are subject to budgetary approval.
• York is an Affirmative Action (AA) employer and strongly values diversity, including gender and sexual diversity, in its community. Details of the AA Program, which applies to women, members of racialized groups, Indigenous peoples, persons with disabilities and those who identify as 2SLGBTQ+, can be found here or by contacting Aqsa Ahmed, EDI Program Manager (aqsa517@yorku.ca).
• York welcomes and employs scholars from all over the world. All qualified candidates are encouraged to apply; however, Canadian citizens and permanent residents will be given priority.
• York has a policy on Accommodation in Employment for Persons with Disabilities and is committed to working towards a barrier-free workplace and expanding the accessibility of the workplace to persons with disabilities. Applicants who require accommodation are invited to contact Professor Daniel Richards at danwrich@yorku.ca.

Application Process:

• Due date for completed applications: 15th November 2026
• Required materials: 1) cover Letter; 2) current CV; 3) short research statement (1 page maximum); 4) research paper or example of scholarly writing (50 pages maximum); 5) teaching statement (1 page maximum); 6) recent course evaluations (past 5 years); 7) names and contact information for three referees willing to provide a confidential letter of reference.
• Provide required information regarding your Canadian work status and optional self-identification for Affirmative Action purposes as part of the online application.
• Direct questions about the position to Associate Professor Daniel Richards danwrich@yorku.ca
• Submit materials: https://apply.laps.yorku.ca

Learn More About York:

• York University generates and shares knowledge through our research, teaching and engagement with communities around the world. The 2023-2028 Strategic Research Plan showcases the depth, breadth and ambition of research at York.
• York’s commitments to social justice are laid out in our Decolonizing, Equity, Diversity and Inclusion Strategy, the Framework & Action Plan on Black Inclusion and the Indigenous Framework for York University.
• Follow the activities and accomplishments of York’s faculty, students and staff on YFile.

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