Learning Specialist, Financial Education

2 months ago

Ottawa, 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.
**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 SISIP Learning Specialist, Financial Education is responsible for financial resiliency initiatives, in collaboration with the Senior Manager, Financial Education, advisory teams, partners and other senior stakeholders. They will create, design and implement learning strategies from inception to implementation. This includes conducting needs assessments, developing, delivering, implementing, coordinating, and evaluating instructional materials in a variety of formats (e.g., eLearning, webinar, in-person workshops, etc.) which supports projects that are geared toward enhancing the financial resiliency of CAF members and their families.

**QUALIFICATIONS** Education, Certifications and Licenses**

Bachelor’s degree in Business Administration, Commerce, Economics or a related discipline AND some years of experience in financial services and project management, or a related field

**Experience**

In planning, designing/developing, managing, coordinating and evaluating financial services programs/activities

In conducting research and analysis

In project management

In providing advice and guidance

In planning, developing and/or conducting communications and presentations

In developing, interpreting and evaluating policies, guidelines and procedures

In business and data analysis and reporting, including Key Performance Indicators (KPIs)

In personnel administration

In budget administration

**Competencies**

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.
**RESPONSIBILITIES**
Plan, develop, implement and evaluate programs, projects, and activities related to a designated portfolio.

Research, evaluate, amend and/or recommend tools, processes and/or systems to support financial services programs, projects and activities.

Identify opportunities for improvement and initiate changes/updates to achieve desired outcomes.

Liaise and maintain relationships with internal stakeholders and external partners, including but not limited to: consultants, government departments, service providers and agencies.

Develop, prepare, manage and/or implement briefing notes, position papers, reports, presentations, communications, training or other materials/documentation.

Conduct research, surveys, audits and/or analysis of programs, compile and analyze data, and develop solutions or make recommendations.

Provide advice, guidance, training, coaching and/or support related to a designated portfolio.

**OTHER INFORMATION** Language Requirement**:
Bilingual (English and French) Essential

Reading: Advanced

Writing: Functional

Oral: Advanced

**Start Date**: 6 January, 2025

This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

The selection process will be done virtually.

Relocation benefits will not be provided.

Salary plus Employee Performance Plan.
**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 Def

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