People Exchange Inc, is supporting SISIP Financial in the recruitment effort for an Investment Funds Advisor. 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 .

Qualifications

Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field

AND

Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)

Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset.





Responsibilities

Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.

Analyze and monitor investment portfolio and align recommendations with client goals.

Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns.

Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.

Utilize Customer Relations Management (CRM) software in the day-to-day management of client relationships, team collaboration and business development activities.

Leveraging comprehensive client discovery to identify investment objectives, time horizon, risk tolerances using required tools/processes.

Develop personal financial plans including debt management, budgeting, education, investment, risk, retirement, estate and related tax planning.

Maintain registration and licensee in good standing as an MFDA Dealing representative and/or Insurance Advisor across all required provinces and territories in Canada.

Comply with securities regulations and company policies.

Job Types: Full-time, Permanent

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

Advantages:

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

Work Location: In person

📌 Investment Funds Advisor (CFB KINGSTON)
🏢 People Exchange
📍 CFB Kingston