Sisip Financial Planner For Caf Community Kingston

Sisip Financial Planner For Caf Community Kingston

30 Jul
|
Unit
|
Kingston

30 Jul

Unit

Kingston

Embark on a meaningful career as a SISIP Financial Planner with Canadian Forces Morale and Welfare Services. Focus on customizing financial plans for the Canadian Armed Forces community. The SISIP Financial Planner role is for someone dedicated to supporting the financial well-being of CAF members and their families.

You will leverage solid communication skills to conduct detailed discovery of client needs while providing expert financial management advice. This community-centered position emphasizes building relationships and delivering tailored financial education and plans. Key Responsibilities:
Conduct deep discovery of client financial needs
Develop customized financial plans for clients
Collaborate with SISIP advisory specialists
Deliver financial education to CAF community
Analyze and provide recommendations on pension choices Requirements:
Bachelor's degree or college diploma in related field
Canadian Securities Course certification required
CFP or PFP designation must be held
Experience in financial planning services
Robust client relationship-building skills Utilize your financial expertise to empower the CAF community with sound financial strategies and education.

📌 Sisip Financial Planner For Caf Community Kingston
🏢 Unit
📍 Kingston

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