Join SISIP as a Financial Planner and empower Canadian Armed Forces members with tailored financial advice. This role emphasizes customized financial planning and effective communication.
At Canadian Forces Morale and Welfare Services (CFMWS), the Financial Planner is a key advisor for CAF members. Your responsibilities will include creating and implementing customized financial strategies, ensuring clients make informed, beneficial choices. You’ll collaborate closely with the SISIP team to foster financial literacy and security.
Key Responsibilities:
• Customize financial plans covering investment and tax strategies
• Conduct comprehensive financial needs assessments
• Present financial education to CAF members and partners
• Utilize CRM for managing client interactions
• Adhere to financial regulations and ethical practices
Requirements:
• Degree in Business Administration or similar
• Essential CFP or PFP designation
• Proven background in financial ...