Date: 2024-12-24 08:37:28
Financial Planner
Job Description
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.
SISIP FINANCIAL
SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial planning and sustainable financial wellness. We have solutions tailored to meet the needs of the CAF community and their families at every stage of their military career and beyond.
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.
If you are seeking an opportunity with true purpose, to serve those who serve Canadians, we are growing our team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth and professional development.
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.
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. They analyze clients' financial records, sets goals and develops a financial strategy. They advise 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. They also generate awareness of SISIP Financial, its mission, services, policies and procedures.
Qualifications
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) and/or Investment Funds Course (IFC)
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)
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.
Other Information
Language Requirement:
English Essential, Bilingual an Asset
Reading: Advanced
Writing: Functional
Oral: Advanced
Start Date: 4 March 2024
This is an on-site position.
The selection process will be done virtually.
Relocation benefits will not be provided.
Salary plus Employee Performance Plan.
Benefits Available
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: 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.
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 Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.
Nouvelle-Écosse
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.
SISIP FINANCIAL
SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial planning and sustainable financial wellness. We have solutions tailored to meet the needs of the CAF community and their families at every stage of their military career and beyond.
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.
If you are seeking an opportunity with true purpose, to serve those who serve Canadians, we are growing our team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth and professional development.
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.
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. They analyze clients' financial records, sets goals and develops a financial strategy. They advise 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. They also generate awareness of SISIP Financial, its mission, services, policies and procedures.
Qualifications
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) and/or Investment Funds Course (IFC)
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)
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.
Other Information
Language Requirement:
English Essential, Bilingual an Asset
Reading: Advanced
Writing: Functional
Oral: Advanced
Start Date: 4 March 2024
This is an on-site position.
The selection process will be done virtually.
Relocation benefits will not be provided.
Salary plus Employee Performance Plan.
Benefits Available
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: 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.
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 Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.
Nouvelle-Écosse
Other Benefits:
Be an early applicant
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