The employer plays a crucial role in ensuring that probationary periods run smoothly. The AMF expects the employer to establish the necessary conditions to host the trainee, provide adequate supervision and enable the trainee to develop the required competencies.

[Translate to English:] Image décorative : période probatoire, employeur

This section describes the employerThe employer is the firm, independent partnership or independent representative registered with the AMF in the sector for which the trainee will be undertaking the probationary period.'s responsibilities before, during and after the probationary period.

As the employer, you will need to:

  • be registered with the AMF in the same sector as the trainee;
  • ensure that your professional liability insurance will cover the professional acts of the trainee;
  • submit the application for authorization of a probationary period;
  • pay or ensure payment of the required fees;
  • designate up to four eligible supervisors;
  • ensure that the trainee and the supervisor(s) meet their obligations;
  • ensure trainee file establishment and retention;
  • inform the AMF when a change or cancellation is necessary; and
  • approve the supervisor's recommendation within no more than 10 days following the end of the probationary period.

Choose the step that pertains to you

[Translate to English:] Image décorative : 1

Before the probationary period

Make sure your organization is eligible to host a trainee, submit an application for authorization and designate the supervisor(s).

[Translate to English:] Image décorative : 2

During the probationary period

Learn how to provide supervision continuity, manage absences or changes in supervisors, retain the trainee file and, if necessary, cancel a probationary period.

[Translate to English:] Image décorative : 3

After the probationary period

See the steps in approving the supervisor's recommendation and know what your responsibilities are during the administrative period.

Please refer to the following sections:

FAQs

Who will need to submit the application for authorization of probationary period?

The employer will need to submit the application to the AMF.

How many supervisors may an employer designate?

The employer may designate as many as four supervisors to provide ongoing supervision of the trainee throughout the probationary period and coverage of the sector classes concerned.

Will the employer need to retain the trainee file?

Yes. Trainee files must be retained by the employer for five years from the date the probationary period is successfully completed or discontinued.