Financial Services Assistant

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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

The Licensed Financial Services Assistant plays an important role providing quality client services to our military members and their families.

We promote and encourage military members to financial plan, not only for themselves but their families as well. We believe that when members of the Canadian Armed Forces are able to take good care of themselves and their families, they can do better both at home and at work.

You will have the important role to greets clients and potential clients, ascertain the nature of business and determine their needs. You will be liaising with clients, advisor and fund companies to facilitate trade requests. You will need to be a compassionate, empathetic and detail-oriented person who possess strong listening and oral communication skills to be successful in this role. Patience, a passion for helping people and being a team player are also essential attributes. Each day you will make a difference in the lives of clients and will be contributing to improving the quality of life for our military.

Qualifications Needed

Education, Certifications and Licenses

College diploma or certificate in Office Administration, Business Administration or a related field

Mutual Fund Dealers Association of Canada (MFDA) License

Investment Funds Course (IFC)

Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset

Experience

In providing administrative services in a financial planning, counselling and/or insurance environment

In office administration

In maintaining filing systems

In proofreading

In data entry, data manipulation, record-keeping and retrieval techniques

In drafting correspondence and reports

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: Functional

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

Candidates working towards their MFDA licensing will be considered.

SISIP Office operational hours: Monday to Friday 8:00 am to 4:00 pm. Full-time is 37.5 hours per week with Federal Statutory Holidays off with pay.

This is an on-site position. Remote work may be required depending on health and safety considerations.

START DATE

As soon as possible

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.

Manitoba