we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events. we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives.

We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do.

We constantly seek new ideas and creative ways to deliver the best possible programs and services. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa. As the Senior Manager, Client and Advisory Services, you will play a key leadership role in strengthening client and advisor support across SISIP Financial.

You will lead a virtual team of licensed and unlicensed professionals, enhance operational and regulatory practices, and advance strategic initiatives that support consistent, high-quality service across branches nationwide. This is your opportunity to combine financial services expertise, people leadership,



and business acumen to make a meaningful difference for members of the Canadian Armed Forces community. Lead and develop a high-performing virtual team, promoting employee engagement, professional growth, accountability, and consistent service delivery Strengthen the client and advisor experience by establishing service standards, improving support processes, and leading client outreach and engagement activities Champion operational excellence and business transformation, and identify opportunities for continuous improvement Provide oversight in a regulated environment, ensuring compliance with industry requirements and internal policies Collaborate and partner with senior leaders, advisors, internal partners to advance business priorities The ideal candidate excels at coaching and inspiring others, navigating complex business and regulatory requirements, championing change, and translating organizational priorities into practical solutions.

Lead a national team supporting SISIP Financial branches across Canada Make a meaningful contribution to the financial well‑being of the Canadian Armed Forces community Bachelor’s degree in Business Administration, Commerce, Economics or a related field AND some years of experience in financial services and sales College diploma or Certificate in Business Administration, Commerce, Economics or a related field AND several years of experience in financial services and sales A member in good standing with provincial securities commissions and/or life insurance regulators Certified Financial Planner (CFP) and/or Life License Qualification Program (LLQP) an asset In developing and implementing coaching strategies and plans In planning and organizing support for programs In personnel administration, talent management,



strategies and development In budget administration and financial management In planning and conducting presentations In financial services leadership and management In applying policies, procedures, regulations, and legislation In developing, writing, and updating reports In project management In communication and change management practices Lead a virtual team of licensed and unlicensed administrators, across SISIP Financial branches to ensure engagement and delivery of consistent client experience. Participate in strategic, goals and business planning, and lead business planning sessions with designated teams. Coach and develop employees to meet business goals, Key Performance Indicators (KPIs), advisory and client service standards and regulatory requirements.

Manage and support assigned business initiatives as a Subject Matter Expert (SME) for new projects, business tools, and processes. Develop internal procedures and manage processes to conduct internal quality control of Tier 1 regulatory activities.

Language Requirement

Bilingual (English and French) Essential Writing: This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

Salary plus Employee Performance Plan. Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance. Versatile work options and a wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement

Planning A Defined Benefit Pension Plan and Group Savings Plans. Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training. INCLUSION AND ACCOMMODATION CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported.We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society.

📌 Senior Manager, Client & Advisory Services-EN (Ottawa)
🏢 Canadian Forces Morale and Welfare Services
📍 Ottawa