Investment Funds Advisor

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

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, sets goals and
recommends investment solutions to help them achieve their goals.

QUALIFICATIONS

Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field

Canadian Securities Course (CSC)

Registered to sell Mutual Funds (MFDA/AMF)

Investment Funds Course (IFC)

Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset

Experience

In the provision of financial planning and investment services

In building relationships with clients

In organizing and delivering presentations

In providing investment advice

In preparing written financial plans

Competencies

Client focus, organizational knowledge, communication, innovation, teamwork and leadership

RESPONSIBILITIES

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.

Monitor client activity to ensure the relationship is properly managed, preventative,follow-up care is maintained and adheres to established service requirements.

Develop and manage the business plan, establish strategies and goals includingbusiness and partner development activities and marketing campaigns in collaboration with management in assigned territories.

Monitor and adjust individual business plans and participate in coaching with management.

Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.

Develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.

OTHER INFORMATION

Language Requirement: English Essential / Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: July 13, 2026

This is an on-site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday-Friday.

Salary plus Employee Performance Plan.

The selection process will be done virtually.

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 and disability insurance.

Work Life Balance: Flexible work options and 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.

Perks: Discounts through CF One Member Appreciation.

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.