SISIP Financial Planner for CAF

Become a SISIP Financial Planner and support Canadian Armed Forces members with tailored financial solutions. This on-site role focuses on financial management, investment strategies, and client relationship building.
As a Financial Planner at Canadian Forces Morale and Welfare Services (CFMWS), you will use your expertise in financial planning, investment advice, and client discovery. Your role will enhance the financial well-being of CAF members and their families with a focus on compliant financial choices and education. You will integrate your skills in a collaborative environment dedicated to service.
Key Responsibilities:
• Develop personalized financial plans including budgeting and retirement strategies
• Conduct detailed client discovery and analysis
• Deliver presentations at Base/Wing/Unit locations
• Leverage CRM software for client management
• Ensure compliance with regulatory and ethical standards
Requirements:
• Bachelor’s degree in relevant f...