The supervisor plays a vital role in the probationary period. The AMF expects the supervisor to coach the trainee, supervise their activities, track their progress and ensure that their professional acts comply with the applicable requirements.

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

After completing minimum qualifications training and passing the AMF examinations, candidates must complete a probationary period before they can apply for a representative’s certificate. The probationary period is an opportunity for them to apply, under supervision, the competencies and soft skills required of a representative in an actual work setting.

As a supervisor, you will contribute directly to trainee development and public protection. Specifically, you will need to help your trainee progressively assume a diverse range of files connected with the sector or sector class concerned.

Your main responsibilities as a supervisor before, during and after the probationary period are explained in this section.

As a supervisor, you will have to, among other things:

  • meet the eligibility criteria to act as a supervisor;
  • ensure that the trainee holds a valid probationary certificate before starting the probationary period;
  • supervise the trainee during the probationary period;
  • regularly review and assess the trainee’s work;
  • maintain the trainee file;
  • document approvals, meetings and trainee progress in the file; and
  • submit a recommendation to the AMF at the end of the probationary period.

Choose the step that pertains to you

Check whether you are eligible to act as a supervisor, understand the application for authorization and make sure that the trainee can begin, given the conditions specified by the AMF.

Before the probationary period

Review your responsibilities as a supervisor, the acts you will be required to approve or review and the rules regarding the trainee’s file, remote supervision, absences and potential changes to the probationary period.

During the probationary period

Review the procedure for submitting your recommendation, understand the administrative period and know the potential consequences of failing to meet your obligations as a supervisor.

After the probationary period

FAQs

What is the supervisor’s role during the probationary period?

The supervisor coaches the trainee, tracks their progress, reviews their work and ensures that their professional acts are performed in accordance with AMF requirements.

How many trainees is a supervisor allowed to supervise?

A supervisor may supervise as many as five trainees at the same time. A representative who engages primarily in supervision may supervise as many as 10 trainees.

Is the supervisor responsible for supervising the professional acts of the trainee?

Yes. During the probationary period, the supervisor is responsible for supervising all professional acts of the trainee.