Make an impact as a Licensed Financial Services Assistant with CFMWS. Contribute to assisting Canadian Armed Forces members through investment strategies and client support.

As part of the Canadian Forces Morale and Welfare Services team, you will help enhance the well-being of Armed Forces members and their families. This on-site role focuses on administrative support, client communication, and facilitating financial transactions. Key responsibilities include organizing marketing activities and maintaining client files for ongoing management.

Key Responsibilities:



• Support clients in achieving their investment goals • Gather pre-meeting information for advisors • Organize marketing efforts for advisory professionals • Facilitate trade requests with clients and companies • Maintain client files and schedule reviews

Requirements: • College diploma in Office or Business Administration • Experience in office administration or financial services • Proficient in data entry and document management • Solid communication and organizational skills • Ability to maintain confidentiality in all transactions

Tackle important client needs while supporting the CAF community through this essential role. #J-18808-Ljbffr

📌 Licensed Financial Services Assistant CFMWS (Winnipeg)
🏢 Flint
📍 Winnipeg