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Associate Investment Funds Advisor

2 months ago

Kings County Kingston, Canada Canadian Forces Morale and Welfare Services - 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 Associate Investment Funds Advisor supports clients on implementing investment strategies to assist them in achieving their goals. They assist in the client discovery process through pre-meeting information gathering and subsequent delivery to advisor. They greet clients and potential clients, ascertain nature of business and direct them to the appropriate person or determine needs and/or start next phase. They organize marketing activities on behalf of advisory professionals. They support business growth of assigned branches through telemarketing and outbound calls, prepare client/prospect call lists and track progress, as required.
QUALIFICATIONS Education, Certifications and Licenses
Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field
Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)
Investment Funds Course (IFC)
Certified Financial Planner, an asset
Experience
In providing advice to clients
In investment services
In working in a branch environment
In providing assistance to financial professionals
In using Customer Relationship Management (CRM) systems
In transactional account and client records management
Competencies
Client focus, organizational knowledge, communication, innovation, teamwork and leadership.
RESPONSIBILITIES Ensure relationships are managed, compliant and adheres to regulatory and service requirements.
Develop and deliver personal business plan to acquire and retain clients in a personal book of business.
Travel to Base/Wing/Unit (B/W/U) and collaborate with SISIP financial advisory professionals to conduct presentations, deepen B/W/U partner relationships and develop and retain client relationships with CAF members and families.
Leverage CRM in the day-to-day management of client relationships and business development activities.
Complete trades and mutual fund order entry forms - redemptions, switches, purchases and transfers - and ensure completion of client forms, address client requests, investigations and follow-up including transfers from other financial institutions, and internal file transfers.
Manage new client account opening process and administer document control measures following required policies and procedures (process, verify, transmit/file applications, other documentation).
OTHER INFORMATION Language Requirement:
English Essential / Bilingual (English and French) an asset
Reading: Functional
Writing: Functional
Oral: Advanced
Start Date: As soon as possible
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.
Salary plus Employee Performance Plan.
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 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.