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Practice Leader Financial Planning & Insurance (Focus Financial Planning)

Canadian Forces Morale and Welfare Services - CFMWS

This is a Contract position in Ottawa, ON posted May 6, 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.

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.


The Practice Leader Financial Planning & Insurance will be responsible for providing guidance, coaching and mentoring to branch operations staff in the provision of specialized expertise in financial planning and investment management to CAF members and other eligible clientele/members. The Practice Leader will also define financial planning protocols and implement, by client segment and need across the spectrum, the creation of planning tools/calculators for comprehensive financial planning in order to support SISIP branch operations staff. As the technical subject matter expert, lead, develop, evaluate and implement financial planning, investment advice and plans to achieve the desired client experience, advisor experience, growth, profitability and other business objectives.


Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field, AND several years of experience as a financial services industry practice leader, financial planner, investment advisor, insurance advisor or a related field


Life and Disability License – Level 2

Canadian Investment Funds Course OR Canadian Securities Course

Certified Financial Planner (CFP) or Financial Planner (F.Pl. in Quebec) designation


  • In developing, implementing and evaluating financial services business plans and strategies
  • In developing an integrated financial services client experience
  • In the provision of financial planning and investment services
  • In the provision of life and disability insurance services
  • In analyzing client behaviours and consumer trends
  • In analyzing books of business and markets to determine trends and opportunities
  • In relationship management and business development
  • In selling investment and insurance products and services
  • In mentoring and coaching
  • In providing advice and guidance
  • In formulating and delivering technical training on financial planning and insurance services
  • In planning, coordinating, managing and controlling the delivery of financial products and services
  • In conducting compliance, technical, and procedural reviews
  • In using customer relationship management (CRM) systems
  • In developing, evaluating and interpreting policies and procedures
  • In change management, an asset


English Essential or French Essential

Bilingual an asset


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.

Learning and Development: Free second language training.



  • This position has an assigned location and may allow flexible work options such as remote or hybrid work but the employee must be able to report to the assigned work location at their own cost if required. Remote work may be required depending on health and safety considerations
  • The selection process will be done virtually.
  • Eligible for an annual Employee Incentive Plan


02 May 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: 97900-122420