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Financial Planner

Canadian Forces Morale and Welfare Services - CFMWS

This is a Contract position in Nepean, ON posted November 20, 2022.


The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.


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. She/he analyzes clients’ financial records, sets goals and develops a financial strategy. She/he advises 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. She/he also generates awareness of SISIP Financial, its mission, services, policies and procedures.


Education, Certifications and Licenses

  • Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field AND several years of experience in financial services


  • Canadian Securities Course (CSC)
  • 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)
  • Investment Funds Course (IFC)


  • 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.


Bilingual Essential

Reading: Functional

Writing: Functional

Oral: Advanced


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 CFAppreciation.


SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.

SISIP office operational hours: Monday to Friday 8:00 am to 4:00 pm. Full time 37.5 hours per week with Federal Statutory Holidays off with pay.

Plus an Employee Incentive Plan.

  • Relocation benefits will not be provided.
  • The selection process will be done virtually.


November 21, 2022


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 the communities in which we live. Accommodations are available to all candidates identifying a need during all or any parts of the selection process.


Salary: 74830-88070