Make a difference as a Financial Planner at SISIP, providing expert financial services to the Canadian Armed Forces. Empower clients through personalized financial planning.
In this pivotal role with Canadian Forces Morale and Welfare Services, you will be a trusted advisor for CAF members and their families. Your focus will be on understanding client needs and delivering tailored financial plans that encompass investment, risk management, and retirement planning. Engagement with the community is essential as you help educate clients about their financial options.
Key Responsibilities:
• Gather and analyze client financial information
• Develop personalized financial plans based on client goals




• Collaborate with team members for comprehensive service
• Provide investment advice and market insights
• Promote financial literacy within the CAF community
Requirements:
• Several years’ experience in financial services
• Necessary certifications in financial planning
• Proven relationship-building experience
• Robust communication and presentation skills
• Dedication to client-focused service ethos
Enhance the financial knowledge of the CAF community through your dedicated support and planning services.
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📌 Financial Planner for Canadian Forces Members (Kingston)
🏢 Unit
📍 Kingston