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Financial Planner

Canadian Forces Morale and Welfare Services - CFMWS

This is a Contract position in Ottawa, ON posted November 18, 2021.

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.

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 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. She/he analyzes clients’ financial records, sets goals and develops a financial strategy. She/he advises 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. She/he also generates awareness of SISIP Financial, its mission, services, policies and procedures.

QUALIFICATIONS NEEDED

Education, Certifications and Licenses

  • Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field AND several years of experience in financial services

AND

  • Canadian Securities Course (CSC)
  • 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)
  • Investment Funds Course (IFC)

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: Functional

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

RELOCATION:

  • Relocation benefits will not be provided

SALARY:

  • $72,370 – $85,170 annually plus an annual Employee Incentive Plan

CONDITIONS OF EMPLOYMENT:

  • Due to COVID-19, health and safety considerations are being taken and the selection process will be done virtually.

LOCATION:

Parking is at a cost; Public transportation is available.

START DATE

December 6, 2021

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.