Advisory Practice Specialist - Financial Planning

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 FINANCIALA 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

As the Advisory Practice Specialist, Financial Planning you will assist with the development and creation of financial advice and investment practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in financial planning and investment management.

The Advisory Practice Specialist, Financial Planning will work closely with stakeholders to develop training strategies, identify needs, and implement effective solutions. In addition, you will support training delivery, enhance processes and service standards, provide advisory guidance, and ensure compliance with internal and external requirements. You will also analyze awareness, usage, and satisfaction levels of existing services, while assessing interest in new offerings.

QUALIFICATIONS

Education, Certifications and Licenses

Bachelor’s degree in Business Administration, Commerce, Economics, or a related field AND some years of experience in Financial Planning and Investment Services

OR

College diploma or certificate in Business Administration, Commerce, Economics or a related field AND several years of experience in Financial Planning and Investment Services

Canadian Securities Course OR Licensed to sell Mutual Funds

Required to hold or successfully complete the Certified Financial Planner® (CFP)

Maintain registration and member in good standing status as CFP

Experience

In developing, implementing and evaluating financial services business plans and strategies

In developing an integrated financial services client experience

In the provision of financial planning and investment services

In analyzing client behaviours and consumer trends

In analyzing books of business and markets to determine trends and opportunities

In researching and applying compliance requirements

In relationship management and business development

In selling investment products and services

In providing advice and guidance, mentoring and coaching

In planning, coordinating, managing and controlling the delivery of financial products and services

In conducting compliance, technical, and procedural reviews

In using customer relationship management (CRM) systems

In developing, evaluating and interpreting policies and procedures

In change management, an asset

Competencies

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

RESPONSIBILITIES

Assist with the development and creation of financial planning and investment practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives.

Provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in financial planning and investment management.

Collaborate with stakeholders to develop training strategies and solutions, and identify training needs.

Provide support in the enhancement of processes and service standards.

Manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.

Assist with the evaluation and implementation of service delivery standards, approach and strategies to achieve desired member experience.

OTHER INFORMATION

Language Requirement: Bilingual (English and French) Essential

Reading: Advanced
Writing: Advanced
Oral: Advanced

Start Date: February 2, 2026

This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

Salary plus Employee Performance Plan.

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, 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Explore all the benefits CFMWS offers by visiting: https://cfmws.ca/Benefits

INCLUSION AND ACCOMMODATIONCFMWS 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.