Lead financial planning initiatives for SISIP Financial, supporting Canadian Armed Forces members and their families in Ontario. Your expertise will drive personalized financial solutions and education.

As a Financial Planner, you’ll develop and implement tailored financial strategies, ensuring client engagement and satisfaction. Put your CFP or PFP credentials to work while building lasting relationships to empower clients with knowledge and actionable financial plans.

Key Responsibilities:
• Design and develop individual financial plans, including investment strategies
• Conduct thorough client discovery to ascertain needs and wants
• Deliver presentations at various CAF locations




• Use CRM tools for effective client relationship management
• Ensure adherence to ethical and regulatory standards

Requirements:
• Bachelor’s degree in business-related fields
• CFP or PFP certification required
• Proven experience in providing financial planning services
• Robust interpersonal and communication skills
• Commitment to continuous career development

Be a trusted advisor within the SISIP Financial team as you help enhance the financial wellbeing of the CAF community in Ontario.
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📌 Ontario Financial Planner For Caf Members
🏢 Canadian Forces Morale and Welfare Services
📍 Ontario