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investment advisor - personal finances
Title posted on Jobillico - Investment Funds Advisor
Posted on December 06, 2024 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>WHO WE ARE</strong><p><span>CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.</span></p><strong>SISIP FINANCIAL</strong><p><span>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.</span></p> <p><span>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.</span></p><strong>THE ROLE</strong><p><span>Under the direction of the District Manager, the Investment Funds Advisor provides tailored investment advice and solutions to current and former CAF members and their families. They demonstrate the skills, knowledge and experience for budgeting and cash flow management, mutual fund investments, education planning, retirement planning and estate planning. They analyze clients' financial records, set goals and recommend investment solutions to help them achieve their goals.</span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>Bachelor?s degree or College diploma in Business Administration, Commerce, Economics, or a related field</span></p> <p><span>Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)</span></p> <p><span>Investment Funds Course (IFC)</span></p> <p><span>Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset</span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In the provision of financial planning and investment services</span></p> <p><span>In building relationships with clients</span></p> <p><span>In organizing and delivering presentations</span></p> <p><span>In providing investment advice</span></p> <p><span>In preparing written financial plans</span></p> <p><span><strong><span>Competencies</span></strong><span> </span></span></p> <p><span><span>Client </span><span>focus, </span><span>organizational </span><span>knowledge, </span><span>communication, innovation, teamwork and leadership.</span><span> </span></span></p><strong>RESPONSIBILITIES</strong><p><span>Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.</span></p> <p><span>Monitor client activity to ensure the relationship is properly managed, preventative, follow-up care is maintained and adheres to established service requirements.</span></p> <p><span>Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.</span></p> <p><span>Monitor and adjust individual business plans and participate- LocationShannon, QC
- Workplace information On site
- Salary$81,520 to $95,940YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14949272
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