Investment Funds Advisor

WHO WE ARE

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.

THE ROLE

The Investment Funds Advisor role is to develop a personal business plans to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.

They also monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. In additional to this, they also develop and manage the business plans, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.

Finally, they develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.

QUALIFICATIONS NEEDED

Education, Certifications and Licenses

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

AND

• Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
• Investment Funds Course (IFC)

Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset

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

English Essential, Bilingual an asset

Reading: Advanced

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 CFAppreciation.

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.
• Relocation benefits will not be provided.
• This position is eligible for an annual Employee Incentive Plan.
• The selection process will be done virtually.

START DATE

6 September 2022

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.