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.

We constantly seek new ideas and creative ways to deliver the best possible programs and services. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

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.

Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field AND several years of experience in financial services Required to hold or successfully complete the Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP) designation Maintain registration and member in good standing status as CFP or PFP licensee of the Financial Planners Standards Counsel (FPSC) Investment Funds Course (IFC) In the provision of financial planning and investment services In building relationships with clients In providing investment advice In preparing written financial plans Develop personal financial plans including debt management, budgeting, education, investment, risk, retirement, estate, and related tax planning. Develop and deepen understanding of client goals, needs and overall financial situation through comprehensive client discovery, including data gathering and analysis,



identification of options, development of client‑centric recommendations, creation/implementation of financial action plan, and ongoing evaluation of revision of the plan with supportive client action. Deliver presentations virtually or at Base/Wing/Unit (B/W/U), deepening partner relationships and developing and retaining client relationships with CAF members and families.

Leverage Customer Relationship

Management (CRM) software in the day-to-day management of client relationships, team collaboration and business development activities. Adhere to Know Your Customer (KYC) & Know Your Product (KYP) processes to develop an in‑depth understanding of client’s needs and determine the appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives. Comply with regulatory, fiduciary, legal, security, confidentiality and ethical requirements for the protection of our members and clients.

Language Requirement: English Essential, Bilingual an Asset Writing: 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.

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. 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. Payment of skilled association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training. INCLUSION AND ACCOMMODATION We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society.

📌 Financial Planning & Analysis Consultant (Kingston)
🏢 Unit
📍 Kingston