Join SISIP Financial as a Financial Planner and make a meaningful impact on Canadian Armed Forces members in Ontario. Leverage your skills in financial planning and client engagement to serve the CAF Community.
This role focuses on developing personalized financial strategies that address retirement, investment, and tax planning needs. As a trusted advisor, you will utilize your communications skills to conduct in-depth analysis and deliver quality financial education. Your mission will be to empower clients to make informed financial decisions while building solid, lasting relationships.
Key Responsibilities:
• Create tailored financial plans focusing on client goals
• Conduct in-depth assessments of client financial needs




• Present educational sessions in the CAF community
• Foster partnerships with internal and external advisors
• Utilize CRM tools for effective client management
Requirements:
• Degree or diploma in finance or business
• Must have Canadian Securities Course completed
• CFP or PFP credential necessary
• Significant experience in investment advisory roles
• Proven ability to deliver financial presentations
Transform lives by offering expert financial planning guidance to the CAF Community!
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📌 Financial Planner with SISIP Services (Ottawa)
🏢 Canadian Forces Morale and Welfare Services
📍 Ottawa