Licensed Financial Services Assistant

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

Under the supervision of Manager, Client and Advisory Services, the Licensed Financial Services Assistant supports clients on implementing investment strategies to assist them in achieving their goals. She/he assists in client discovery process through pre-meeting information gathering and subsequent delivery to advisor. She/he greets clients and potential clients, ascertains nature of business and directs to the appropriate person or determines needs and/or start next phase. She/he organizes marketing activities on behalf of advisory professionals. She/he supports business growth of assigned branches through telemarketing and outbound calls, prepares client/prospect call lists and tracks progress, as required.

QUALIFICATIONS NEEDED

Education, Certifications and Licenses

College diploma or certificate in Office Administration, Business Administration or a related field

AND

Some years of experience in office administration, banking or a related field

Mutual Fund Dealers Association of Canada (MFDA) License

Experience

Experience in providing administrative services in a financial planning, counselling and/or insurance environment

Experience in office administration

Experience in maintaining filing systems

Experience in proofreading

Experience in data entry, data manipulation, record-keeping and retrieval techniques

Experience in drafting correspondence and reports

Competencies, Skills and Abilities

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

LANGUAGE REQUIREMENTS

English Essential

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

CONDITIONS OF EMPLOYMENT:

Reliability Status

START DATE

May 30 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.