Financial Planner

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.

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. 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.

QUALIFICATIONS NEEDED

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)
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)

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.

LANGUAGE REQUIREMENTS

Bilingual Essential

Reading: Functional

Writing: Functional

Oral: Advanced

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.

OTHER INFORMATION

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.

This is an on-site position.
The selection process will be done virtually.
Relocation benefits will not be provided.
Salary plus Employee Incentive Plan (2022 rates).

START DATE

17 April 2023

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