Licensed Financial Services Assistant

4 weeks ago

Halifax Nova Scotia BB, Nova Scotia, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time
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 FINANCIAL

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.

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

The Licensed Financial Services Assistant will support advisors assigned to them by their manager. This includes, but is not limited to, proactively calling clients for appointments or providing support to prepare for appointments, following up on transfers and transactions, and completing all administration from beginning to end, following a client meeting.

You will liaise with clients, advisors and fund companies to facilitate trade requests. Each day you will make a difference in the lives of our clients and will be contributing to improving the quality of life for our CAF community.

QUALIFICATIONS

Education, Certifications and Licenses

College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field

Mutual Fund License

Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC)

Experience

In providing administrative services in a financial planning, counselling and/or insurance environment

In office administration

In maintaining filing systems

In proofreading

In data entry, data manipulation, record-keeping and retrieval techniques

In drafting correspondence and reports

Competencies

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

RESPONSIBILITIES

Support clients in implementing investment strategies to assist them in achieving their goals.

Assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor.

Organize marketing activities on behalf of advisory professionals.

Support business growth of assigned branches through outbound calls, prepare client/prospect call lists and track progress, as required.

Liaise with clients, advisors, and fund companies to facilitate trade requests.

Assist with the set-up of client files and ongoing maintenance of the accounts including proactively booking reviews and Know Your Client (KYC) updates.

Comply with regulatory, legal, security, confidentiality and ethical requirements ensuring proper protocols when processing requests.

OTHER INFORMATION

Language Requirement:

English Essential / Bilingual (English and French) an asset

Reading: Functional

Writing: Functional

Oral: Functional

Start Date: March 31, 2025

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.

Relocation benefits will not be provided.

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, 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.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

CFMWS 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. Workplace accommodation measures are available to all candidates identifying a need during the selection process.

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