Financial Services Assistant

1 week ago

Quebec City, Canada CFMWS Full time

**WHO WE ARE**
CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

**THE ROLE**
This position plays an important role providing quality client services to our military members and their families. We promote and encourage military members to financial plan, not only for themselves but their families as well. We believe that when members of the Canadian Armed Forces are able to take good care of themselves and their families, they can do better both at home and at work. You will have the important role to greets clients and potential clients, ascertain the nature of business and determine their needs. You will be liaising with clients, advisor and fund companies to facilitate trade requests. You will need to be a compassionate, empathetic and detail-oriented person who possess strong listening and oral communication skills to be successful in this role. Patience, a passion for helping people and being a team player are also essential attributes. Each day you will make a difference in the lives of clients and will be contributing to improving the quality of life for our military.

**QUALIFICATIONS NEEDED** 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

**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, Skills and Abilities**

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

**LANGUAGE REQUIREMENTS**
French Essential, Bilingual an asset

Reading: Functional

Writing: Functional

Oral: Functional

**BENEFITS AVAILABLE** Health Benefits**: Drug coverage, 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**: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

**Perks**: Discounts through CF One Member Appreciation.

**OTHER INFORMATION**
SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.
- This is an on-site position.
- Relocation benefits will not be provided.
- The selection process will be done virtually.
- SISIP Financial office hours: Monday to Friday 8:00 a.m. to 4:00 p.m.

**START DATE**

August 28 2023

**INCLUSION AND ACCOMMODATION**

Job Reference: CFMWS07716

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