Associate Investment Funds Advisor
Job Description
Description
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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.
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
Company
Canadian Forces Morale and Welfare Services
Location
Greenwood
Country
Canada
Salary
150.000
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