SISIP Financials’ core mission is to contribute to the operational readiness of the Canadian Armed Forces (CAF) by providing tailored advice and solutions that enhance the financial health and security of the members of the CAF Community and their families. SISIP Financial is a division of the Canadian Forces Morale & Welfare Services (CFMWS).

If you are seeking an opportunity with purpose and to serve those who serve Canadians, we are growing our advisory team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth, and professional development.

This is an onsite role, Monday to Friday, 8am to 4pm.

Responsibilities

- Support clients on implementing investment strategies to assist them in achieving their goals.
- Assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor.
- Greet clients and potential clients, ascertain nature of business and direct to the appropriate person or determine needs and/or start next phase.
- Organize marketing activities on behalf of advisory professionals.
- Support business growth of assigned branches through outbound calls, prepare client/prospect call lists and track progress, as required.




- Review client reports, follow-up on client enquiries, account maintenance, retrieval of tax receipts.
- Organize and maintain a client (prospects and existing) database and marketing materials.
- Liaise with clients, advisors, and fund companies to facilitate trade requests.
- Process Mutual Fund order entry forms – redemptions, switches, purchases and transfers.
- Assist with the set-up of client files and ongoing maintenance of the accounts including proactively booking reviews and Know Your Customer (KYC) updates.
- Ensure accounts are set up correctly as per New Account Application Form (NAAFs).
- Ensure the security and confidentiality of information.

Qualifications

- Experience in financial services, banking, wealth management, office/business administration or a related field
- Mutual Fund Dealers Association of Canada (MFDA) License
- Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset

Job Types: Full time, Permanent

Pay: $21.00-$28.00 per hour

Benefits:

- Company events
- Company pension
- Dental care
- Extended health care
- Life insurance
- Paid time off

Work Location: In person

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