Associate Investment Funds Advisor

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

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, 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.

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. Our national office is located in Ottawa.

SISIP Financial has been serving the Canadian military community for over 50 years. Our core mission is to contribute to the operational readiness of the CAF by providing tailored advice and solutions that enhance the financial health and security of the members of the CAF Community and their families.

With headquarters in Ottawa, SISIP Financial is a division of Canadian Forces Morale & Welfare Services (CFMWS). Learn more at www.sisip.com.

THE ROLE

The Associate Investment Funds Advisor supports clients on implementing investment strategies to assist them in achieving their goals. They assist in the client discovery process through pre-meeting information gathering and subsequent delivery to advisor. They greet clients and potential clients, ascertain nature of business and direct them to the appropriate person or determine needs and/or start next phase. They organize marketing activities on behalf of advisory professionals. They support business growth of assigned branches through telemarketing and outbound calls, prepare client/prospect call lists and track progress, as required.

QUALIFICATIONS

Education, Certifications and Licenses

Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field

Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)

Investment Funds Course (IFC)

Certified Financial Planner, an asset

Experience

In providing advice to clients

In investment services

In working in a branch environment

In providing assistance to financial professionals

In using Customer Relationship Management (CRM) systems

In transactional account and client records management

Competencies, Skills and Abilities

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

OTHER INFORMATION

Language Requirement:

Bilingual Essential

Reading: Functional

Writing: Functiona

Oral: Advanced

Start Date: 9 October 2023

This is an on-site position.

Relocation benefits will not be provided.

Salary plus Employee Incentive Plan.

The selection process will be done virtually and/or in person.

BENEFITS AVAILABLE

Health Benefits: Drug coverage, 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.