Financial Services Assistant
2 weeks ago
**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**
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** 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.
**OTHER INFORMATION** Language Requirement**:
French Essential, Bilingual (English and French) an asset
Reading: Functional
Writing: Functional
Oral: Functional
**Start Date**:29 July 2024
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**: 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.
**INCLUSION AND ACCOMMODATION**
Job Reference: CFMWS10858
-
Financial Services Assistant
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Assistant
4 weeks ago
Saint-Jean-sur-Richelieu, Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Assistant
4 weeks ago
Saint-Jean-sur-Richelieu, Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Assistant
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Assistant
4 weeks ago
Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Assistant
4 weeks ago
Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO WE ARECFMWS. 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...
-
Financial Services Representative
3 days ago
Saint-Jean-sur-Richelieu, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Représentant(E), Services Financiers
2 weeks ago
Saint-Jean-sur-Richelieu, Canada goeasy Full time**easyfinancial **fournit des prêts personnels depuis 2006. Grâce à plus de 300 succursales partout au Canada, nous sommes un chef de file en matière de produits et de services financiers, notamment des prêts à la consommation non garantis, des cartes prépayées et de produits de redressement de crédit afin de pourvoir les besoins des Canadiennes et...
-
Adjoint(e) aux services financiers
4 weeks ago
Saint-Jean-sur-Richelieu, Canada Services de bien-être et moral des Forces canadiennes - SBMFC Full timeQUI NOUS SOMMESSBMFC. Plus qu’un emploi… une mission. Notre organisation, forte de plus de 4000 personnes, prône un mode de vie sain, actif, divertissant et créatif pour les membres, les vétérans et les vétéranes des Forces armées canadiennes et leurs familles. Aidez-nous à offrir une variété de programmes de conditionnement physique et de...
-
Adjoint(e) aux services financiers
4 weeks ago
Saint-Jean-sur-Richelieu, Canada Services de bien-être et moral des Forces canadiennes - SBMFC Full timeQUI NOUS SOMMESSBMFC. Plus qu’un emploi… une mission. Notre organisation, forte de plus de 4000 personnes, prône un mode de vie sain, actif, divertissant et créatif pour les membres, les vétérans et les vétéranes des Forces armées canadiennes et leurs familles. Aidez-nous à offrir une variété de programmes de conditionnement physique et de...
-
Adjoint(e) aux Services Financiers
2 months ago
Saint-Jean-sur-Richelieu, Canada Paré Assurances Full timeParé Assurances est à la recherche d’un(e) adjoint (e) aux services financiers. En présentiel à Saint-Jean-sur-Richelieu. Tu es proactif de nature , Dynamique , et aime faire des tâches diversifiées?Tu veux un emploi qui t'offre un défi différent chaque jour, avec des opportunités de t'épanouir à chaque moment ? Alors, rejoins l’équipe ! CE...
-
Financial Planner
3 days ago
Saint-Jean-sur-Richelieu, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Agent(E) - Services Financiers - Clientèle
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeChez Desjardins, on croit à l'équité, à la diversité et à l'inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu'elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la...
-
Adjoint(E) Aux Services Financiers
2 weeks ago
Saint-Jean-sur-Richelieu, Canada CFMWS Full time**QUI NOUS SOMMES** SBMFC. Plus qu’un emploiune mission. Notre organisation, forte de plus de 4000 personnes, prône un mode de vie sain, actif, divertissant et créatif pour les membres, les vétérans et les vétéranes des Forces armées canadiennes et leurs familles. Aidez-nous à offrir une variété de programmes de conditionnement physique et de...
-
Adjoint(e) aux Services Financiers
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada Paré Assurances Full timeParé Assurances est à la recherche d'un(e) adjoint (e) aux services financiers. En présentiel à Saint-Jean-sur-Richelieu. Tu es proactif de nature , Dynamique , et aime faire des tâches diversifiées?Tu veux un emploi qui t'offre un défi différent chaque jour, avec des opportunités de t'épanouir à ch
-
Analyste Financier Senior
5 days ago
Saint-Jean-sur-Richelieu, Canada Logistik Unicorp Inc Full timeAnalyste Financier Senior Relevant du Directeur des finances, vous serez responsable de la production des informations financières et autres analyses pertinentes à la bonne gestion de l’organisation. Responsabilités spécifiques •Participer à la préparation d’états financiers et au processus de consolidation mensuelle ; •Effectuer des analyses...
-
Conseiller Financier
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada Banque Scotia Full timeNuméro de la demande: 191917Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement.**À propos du role**:En tant que conseiller des services bancaires/ Saint-Jean-sur-Richelieu/ Temporaire/ Temps-plein 37.5h, votre approche est axée sur les clients et vous êtes en mesure d'établir...
-
Personal Banking Associate
2 months ago
Saint-Jean-sur-Richelieu, Canada BMO Financial Group Full time991 boul du Seminaire nord Saint-Jean-sur-Richelieu Quebec,J3A 1K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...
-
Personal Banking Associate
4 weeks ago
Saint-Jean-sur-Richelieu, Canada BMO Financial Group Full time991 boul du Seminaire nord Saint-Jean-sur-Richelieu Quebec,J3A 1K1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...
-
Assistant Service Manager
2 weeks ago
Saint-Jean-sur-Richelieu, Canada IGA Full time**Assistant service manager**: Full-Time Number of hours per week : between 35and40 Shift : Day, Evening Availability : Anytime **Become an assistant manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family are you considered to be the one you can always count on? Then this job should interest you! Do you...