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 wellness. 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 wellness. 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.





SISIP Financial services are available to Canadian Armed Forces Members both virtually and in‑person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

The Financial Services

Assistant (FSA) is the on location ambassador of our branch office and is responsible for greeting clients and ensuring that the branch meets the standards of our client experience expectations. The FSA will also provide support to advisors in the branch or remotely across the country as assigned by their manager. This includes, but is not limited to, proactively calling clients for appointments or providing a wide range of administrative support to prepare for appointments, follow‑up on managing data for client files with sensitivity and confidentiality.

As an FSA you will liaise with clients, advisors and fund companies to facilitate trade requests. You will also collaborate with a national team, internal and external partners and to enhance and make a difference in the lives of our clients who are members of the Canadian Armed Forces. High school diploma Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset In providing administrative services in a financial planning, counselling and/or insurance environment In office administration In proofreading In data entry, data manipulation,



record‑keeping and retrieval techniques In drafting correspondence and reports Contact clients to arrange appointments, reviews or advise of deficiencies in completed forms, including fielding of basic queries regarding financial services.

Collaborate with the national team to provide proactive solutions to issues, identifying opportunities for improvements and creating efficiencies. Support nationally led member outreach (briefings and virtual events). Ensure office is stocked with necessary supplies for functionality, service office equipment and arrange for servicing, as required.

Process monetary transactions including preparing and submitting bank deposits.

Language Requirement

Bilingual (English and French) Essential Writing: This is an on‑site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday‑Friday. Healthcare spending account Virtual care (telemedicine) Employee and Family Assistance Program Mental health support Travel insurance Dental Life insurance Disability insurance Flexible 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. 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 workplace, 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.

📌 Financial Services Assistant-EN (Saint-Jean-sur-Richelieu)
🏢 Canadian Forces Morale and Welfare Services
📍 Saint-Jean-sur-Richelieu