Who We Are

CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

SISIP FINANCIAL

SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial planning and sustainable financial wellness. We have solutions tailored to meet the needs of the CAF community and their families at every stage of their military career and beyond.

We pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

If you are seeking an opportunity with true purpose, to serve those who serve Canadians, we are growing our team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth and professional development.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada.

THE ROLE

Under the direction of the District Manager, the Financial Planner develops personal financial plans for clients covering cash management, finances, investments, education, retirement, estate planning and taxes. They analyze clients' financial records, sets goals and develops a financial strategy. They advise clients on implementing the financial plan to help them achieve their goals. The incumbent promotes and provides financial planning services to current and former CAF members, and their families. They also generate awareness of SISIP Financial, its mission, services, policies and procedures.

Qualifications

Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field AND several years of experience in financial services

Canadian Securities Course (CSC) and/or Investment Funds Course (IFC)

Registered to sell Mutual Funds (MFDA/AMF)

Required to hold or successfully complete the Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP) designation

Maintain registration and member in good standing status as CFP or PFP licensee of the Financial Planners Standards Counsel (FPSC)

Experience

In the provision of financial planning and investment services

In building relationships with clients

In organizing and delivering presentations

In providing investment advice

In preparing written financial plans

Competencies, Skills And Abilities

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

Other Information

Language Requirement:

English Essential, Bilingual an Asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: 4 March 2024

This is an on-site position.

The selection process will be done virtually.

Relocation benefits will not be provided.

Salary plus Employee Performance Plan.

Benefits Available

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning: A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.

Nouvelle-Écosse