Financial Advisor

SISIP Financial

Competition: # SHI-20-001

Location: CFB Shilo; SISIP Financial within CANEX Mall

Salary: $69,740.00 – 82,070.00 annually

Position Type: Permanent Full Time

Hours of Work: 75 hours/bi-weekly

Language Requirement: English Essential

Application Deadline: February 5 2020

Start Date: As soon as possible

The Canadian Forces Morale and Welfare Services’ (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment. For more information on our organization, please visit www.cfmws.com.

The Role:

Under the direction of the Branch Manager, the Financial Advisor promotes and provides financial services to current and former Canadian Armed Forces (CAF) members, and their families. They will also provide information and/or assistance concerning insurance plans, benefits and other policy features and complete Insurance Needs Analysis, if required, to enrol members in a SISIP Financial product to commensurate with their needs. The Financial Advisor will also analyze clients' financial records, set goals and develop a financial strategy. The Financial Advisor analyzes investment portfolios and risk profiles and makes investment recommendations to clients.

SISIP Financial is located within the CANEX mall in CFB Shilo Manitoba. CFB Shilo is home to the First Regiment Royal Canadian Horse Artillery and the Second Battalion Princess Patricia’s Canadian Light Infantry. With a population of about 1,400 military personnel and their families, the Base is completely autonomous with accommodations for more than 600 families and quarters for close to 400 single personnel.

Qualifications Needed:

• Bachelor’s degree in Business Administration, Commerce, Economics, or a related field, and some years of experience in financial services.
• College diploma or certificate in Business Administration, Commerce, Economics or a related field, and several years of experience in financial services.
• A demonstrated equivalent combination of education, training and/or experience.
• This includes but is not limited to demonstrated military education, training or experience
• License for the sale of life insurance (MB)
• License for the sale of mutual funds (MB)
• Certified Financial Planner (CFP), an asset
• Chartered Life Underwriter (CLU), an asset

Experience Needed In:

• In the provision of financial and investment services
• In financial counselling
• In building long term relationships with clients
• In dealing with litigation matters and negotiations
• In organizing and delivering presentations
• In providing investment advice
• In making assessments and referrals to other professionals
• Client focus, organizational knowledge, communication, innovation, teamwork and leadership (our shared competencies).

Conditions of Employment:

• Reliability Status

Benefits Available: CFMWS is committed to the health, safety and well-being of our employees and their families and offers a competitive total rewards package including salary, benefits and a defined benefit pension plan. Some of the benefits we offer includes: Health Benefits: drug coverage, travel insurance, dental, vision, life insurance and disability insurance. 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 savings plans (TFSA, RRSPs). Training and Learning Opportunities: Tuition Assistance and Advanced Learning Programs, that may provide financial support to pursue post-secondary education, payment of professional association memberships, access to a large range of online learning opportunities and free second language training. Perks: as a member of the military community, you have access to discounts provided by other organizations, can collect rewards points at the CANEX stores and have access to no interest payment plans on purchases.

Employment Equity: CFMWS is strongly committed to building a skilled, diverse workforce reflective of Canadian society. We believe that diversity and inclusion among our employees is critical to our success as an organization, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. As a result, we promote employment equity and encourage you to self-identify if you are a woman, an indigenous person, a person with a disability and/or a member of a visible minority group.

Apply online at www.cfmws.com/careers or submit resume to CFMWS HR Office quoting competition # SHI-20-001 or email npfhrshilo@cfmws.com.

We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted. Should you require accommodation during the selection process, please let the HR representative know.