Take on the role of Financial Services Assistant at Canadian Forces Morale and Welfare Services, focused on providing essential administrative support for clients in financial matters.
As a Financial Services Assistant, you will play a pivotal role in supporting advisors by arranging client appointments, facilitating trade requests, and managing client files efficiently. This position requires robust organizational skills and experience in office administration, contributing meaningfully to the financial health of our CAF community. If you are passionate about client service and financial education, this is a perfect fit.
Key Responsibilities:
• Assist clients in meeting their financial goals
• Prepare pre-meeting information for advisors




• Coordinate marketing initiatives for advisors
• Conduct outbound calls for client engagement
• Manage account setups and ongoing client file maintenance
Requirements:
• Diploma or certificate in Office or Business Administration
• Mutual Fund License required
• CSC or IFC qualification necessary
• Experience in financial settings
• Proficient in filing, data entry, and communication
Join CFMWS to make a beneficial impact in the lives of Canadian Armed Forces families.
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📌 Financial Services Assistant Role With Cfmws Comox
🏢 Canadian Forces Morale and Welfare Services
📍 Comox