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 specialists
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
Robust organizational and communication skills Be a key player in improving financial services for the CAF community at CFMWS.

📌 Licensed Financial Services Assistant Cfmws Comox
🏢 Canadian Forces Morale and Welfare Services
📍 Comox