Join Canadian Forces Morale and Welfare Services as a Licensed Financial Services Assistant. This role focuses on supporting clients and advisors while ensuring smooth financial operations with in-person engagement.

CFMWS is seeking a dedicated Licensed Financial Services Assistant to enhance the experience of clients within the Canadian Armed Forces community. Your role includes providing administrative support, liaising with clients and fund companies, and engaging clients through proactive communication. The ideal candidate should have relevant administrative experience and a desire to contribute to clients' financial well-being.

Key Responsibilities:
• Support investment strategy implementation for clients
• Assist in gathering pre-meeting information for advisors




• Organize marketing activities for advisory professionals
• Make outbound calls to drive business growth
• Facilitate trade requests between clients and fund companies

Requirements:
• College diploma in Office or Business Administration
• Licensed for Mutual Funds
• CSC or IFC certification required
• Experience in financial services and office administration
• Solid organizational and communication skills

Be a key player in improving financial services for the CAF community at CFMWS.
#J-18808-Ljbffr

📌 Licensed Financial Services Assistant - CFMWS (British Columbia)
🏢 Canadian Forces Morale and Welfare Services
📍 British Columbia