People Exchange Inc, is supporting SISIP Financial in the recruitment effort for a Financial Planner. SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial planning and sustainable financial wellness. We have solutions tailored to meet the needs of the CAF community and their families at every stage of their military career and beyond.

We pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

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

The Financial Planner will work on site at a dedicated branch location at Canadian Forces Base Kingston. Hours of operation are 8:00 am to 4:00 pm, Monday to Friday.

QUALIFICATIONS

- Degree or College diploma in Business Administration, Commerce, Economics, or a related field AND several years of experience in financial services.
- Maintain registration and member in good standing status for the following:
- Canadian Securities Course (CSC)



or Investment Funds Course (IFC)
- Registration to sell Mutual Funds (MFDA/AMF)
- Certified Financial - Planner® (CFP) OR Personal Financial Planner® (PFP) designations, or in progress
- Maintain registration and member in good standing status as CFP or PFP licensee of the Financial Planners Standards Counsel (FPSC)

Responsibilities

- Manage and grow a book of business and develop personal financial plans including debt management, budgeting, education, investment, risk, retirement, estate, and related tax planning.
- Develop a territory business plan, establish strategies, activities and goals that address client growth and retention, business and partner (COI) development in collaboration with management within the assigned territories, in accordance with SISIP’s business planning practices and standards.
- Leveraging comprehensive client discovery to identify investment objectives, time horizon, risk tolerances using required tools/processes.
- Deliver presentations virtually or at Base/Wing/Unit (B/W/U), deepen partner relationships and develop and retain client relationships with CAF members and families.
- Leverage Customer Relationship Management (CRM) software in the day-to-day management of client relationships, team collaboration and business development activities
- Comply with regulatory, fiduciary, legal, security, confidentiality and ethical requirements for the protection of our members and clients.

Job Types: Full time, Permanent

Pay: $75,000.00-$95,000.00 per year

Benefits:

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

Work Location: In person

📌 Financial Planner (CFB KINGSTON)
🏢 People Exchange
📍 Kingston