Financial Services Assistant

1 week ago

SaintJeansurRichelieu, Quebec, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time
WHO WE ARE

CFMWS. Our organization of over 4000 individuals is dedicated to promoting a vibrant and active lifestyle for Canadian Armed Forces members, Veterans, and their families. We are passionate about delivering diverse recreation and fitness programs, providing family support, organizing charity events, and ensuring our members have access to exclusive retail, travel, and banking benefits, as well as tailored financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we truly enjoy and embody our mission.

SISIP FINANCIAL

SISIP Financial, a division within CFMWS, offers a comprehensive suite of financial solutions designed for the specific needs of Canadian Armed Forces Members and their families. In addition to traditional insurance, investment, and financial advisory services, we prioritize delivering proactive financial education and counseling to support the financial well-being of our members. At SISIP, our focus is always on providing the right solutions at the right time for our members, with a commission-free structure to reinforce this commitment. As a social enterprise, the profits generated contribute to funding programs within the Canadian Armed Forces (CAF) community for the benefit of our members and their families.

SISIP Financial services are accessible to Canadian Armed Forces Members both virtually and in-person, with 23 offices spread across CAF communities nationwide. Our central office is situated in Ottawa.

THE ROLE

This position is pivotal in delivering high-quality client services to our military members and their families. We actively encourage military personnel to engage in financial planning for themselves and their families, as we believe that their well-being directly impacts their performance both at home and at work. Your responsibilities will include welcoming clients and potential clients, understanding their needs, and liaising with clients, advisors, and fund companies to facilitate trade requests. To excel in this role, you must be compassionate, empathetic, detail-oriented, possess excellent listening and communication skills, and demonstrate patience, a genuine desire to assist others, and a strong team spirit. Every day, you will have the opportunity to positively impact the lives of your clients and contribute to enhancing the quality of life for our military community.

QUALIFICATIONS

Education, Certifications, and Licenses

Completion of a College diploma or certificate program in Office Administration, Business Administration, or a related field, combined with several years of experience in office administration, banking, or a related field

Experience

Hands-on experience in providing administrative services within a financial planning, counseling, and/or insurance environment
Proficiency in office administration tasks
Experience in maintaining filing systems
Strong skills in proofreading, data entry, record-keeping, and retrieval techniques
Ability to draft various correspondence and reports

Competencies, Skills, and Abilities

Strong focus on client needs, solid organizational understanding, effective communication skills, innovative thinking, teamwork abilities, and leadership qualities.

OTHER INFORMATION

Language Requirement:

Proficiency in French is essential, while bilingualism (English and French) is considered an asset

Proficiency Levels: Reading - Functional, Writing - Functional, Oral - Functional

Start Date: Anticipated commencement on [Not Specified]

This role requires on-site work within a designated location, with standard working hours from 8:00 AM to 4:00 PM, Monday to Friday.

No relocation support will be provided.

The selection process will be conducted remotely.

BENEFITS AVAILABLE

Health Benefits: Coverage includes medication, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health resources, travel insurance, dental and vision coverage, life insurance, disability insurance, as well as accidental death and dismemberment coverage.

Work-Life Balance: Extensive range of paid and unpaid leave options, such as paid vacation, family-related leave, and personal days.

Retirement Planning: Access to a Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Support for educational pursuits through programs like the Tuition Assistance Program and Advanced Learning Program, coverage of professional association memberships, online learning opportunities, and second language training.

Perks: Exclusive discounts through CF One Member Appreciation program.

INCLUSION AND ACCOMMODATION

CFMWS is dedicated to establishing an inclusive, fair, and accessible environment where all team members feel appreciated, respected, and supported. We invite applications from individuals of all backgrounds who can contribute to building a workforce that mirrors the diversity of Canadian society. Accommodation measures are available for all candidates who require them during the selection process.

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