Job Description

CFMWS - WHERE PURPOSE MEETS PASSION!

At Canadian Forces Morale and Welfare Services (CFMWS), we're more than just a workplace; we're a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.



Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.



As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

SISIP FINANCIAL

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.

THE ROLE

The Associate Investment Funds Advisor supports clients on implementing investment strategies to assist them in achieving their goals. They assist in the client discovery process through pre-meeting information gathering and subsequent delivery to advisor. They greet clients and potential clients, ascertain nature of business and direct them to the appropriate person or determine needs and/or start next phase. They organize marketing activities on behalf of advisory professionals. They support business growth of assigned branches through telemarketing and outbound calls, prepare client/prospect call lists and track progress, as required.

QUALIFICATIONS

Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field



Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)



Certified Financial Planner, an asset

Experience

In providing advice to clients



In investment services



In working in a branch environment



In providing assistance to financial professionals



In using Customer Relationship Management (CRM) systems



In transactional account and client records management

Competencies

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

RESPONSIBILITIES

Ensure relationships are managed, compliant and adheres to regulatory and service requirements.



Develop and deliver personal business plan to acquire and retain clients in a personal book of business.



Travel to Base/Wing/Unit (B/W/U) and collaborate with SISIP financial advisory professionals to conduct presentations, deepen B/W/U partner relationships and develop and retain client relationships with CAF members and families.



Leverage CRM in the day-to-day management of client relationships and business development activities.



Complete trades and mutual fund order entry forms - redemptions, switches, purchases and transfers - and ensure completion of client forms, address client requests, investigations and follow-up including transfers from other financial institutions, and internal file transfers.



Manage new client account opening process and administer document control measures following required policies and procedures (process, verify, transmit/file applications, other documentation).

OTHER INFORMATION

Language Requirement:

English Essential / Bilingual (English and French) an asset



Reading: Advanced



Writing: Functional



Oral: Advanced

Start Date:

As soon as possible



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.



Salary plus Employee Performance Plan.



The selection process will be done virtually.

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 and disability insurance.

Work Life Balance:

Flexible work options and 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.

Explore all the benefits CFMWS offers by visiting:

https://cfmws.ca/Benefits

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. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.



Job Reference: CFMWS14799