Client-Centric Financial Planner Role

Become a Financial Planner with SISIP, providing essential financial guidance to members of the Canadian Armed Forces. This role is focused on client relationships and financial education.
Within Canadian Forces Morale and Welfare Services (CFMWS), the Financial Planner plays a vital role in delivering valuable financial advice and creating customized plans for CAF community members. Your expertise will directly influence their financial security and literacy while adhering to ethical guidance and compliance.
Key Responsibilities:
• Design personalized financial action plans including estate and retirement planning
• Conduct thorough client discovery for needs assessment
• Present informative sessions at military bases
• Manage client interactions utilizing CRM tools
• Ensure compliance with fiduciary and regulatory requirements
Requirements:
• Bachelor’s degree or diploma in relevant disciplines
• Required CFP or PFP designation
• Experience in investm...