Investment Funds Advisor

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.

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

Under the direction of the District Manager, the Investment Funds Advisor provides tailored investment advice and solutions to current and former CAF members and their families. They demonstrate the skills, knowledge and experience for budgeting and cash flow management, mutual fund investments, education planning, retirement planning and estate planning. They analyze clients' financial records, set goals and recommend investment solutions to help them achieve their goals.

Education, Certifications and Licenses

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

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

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

Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.

Monitor client activity to ensure the relationship is properly managed, preventative, follow-up care is maintained and adheres to established service requirements.

Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.

Monitor and adjust individual business plans and participate in coaching with management.

Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.

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.

Language Requirement:

French Essential / Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: January 6, 2025

This is an on-site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday-Friday.

Relocation benefits will not be provided.

This position is eligible for an annual Employee Incentive Plan.

The selection process will be done virtually.

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

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 Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.