Financial Planner

CFMWS – WHERE PURPOSE MEETS PASSION!

At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.

Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.

As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

A SISIP Financial Planner (CFP or PFP) is a solution-oriented, strong communicator, who conducts deep discovery to understand client needs, develop relationships, customize needs based financial plans and provide supportive client action.

As a trusted advisor to the CAF Community, the Financial Planner provides expert knowledge, skills, and experience covering the core areas of financial planning including financial management, investment planning, tax planning, risk management and planning for education, retirement, and estates. The advisor has a solid understanding of the CAF Pension Plan and is able to provide in-depth analysis and client-centric recommendations on pension choices.

The Financial Planner gathers and analyses financial information, conducts deep discovery to understand client wants, needs and goals, and collaborates with other SISIP advisory specialists and external partners to develop and implement a tailored financial plan, with full client engagement.

Helping to ensure financial education and literacy among the CAF Community is a key mandate to help our clients build a financially secure future while making informed choices about their current needs. As such, the Financial Planner builds strong relationships with the CAF Community and internal/external partners and delivers financial education to inform, create awareness of SISIP Financial and the value we create for the CAF Community.

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance.

Work Life Balance: Flexible work options and 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

Explore all the benefits CFMWS offers by visiting: https://cfmws.ca/Benefits

Language Requirement:

Bilingual (English and French) Essential

Reading: Advanced

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.

Salary plus Employee Performance Program.

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. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.