Financial Services Assistant

CFMWS - WHERE PURPOSE MEETS PASSION!
At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; 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 success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.
As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.
SISIP FINANCIAL   A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. 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. 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.
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 ROLE   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.
QUALIFICATIONS     Education, Certifications and Licenses
High school diploma
Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset
Experience
In providing administrative services in a financial planning, counselling and/or insurance environment
In office administration
In maintaining filing systems
In proofreading
In data entry, data manipulation, record-keeping and retrieval techniques
In drafting correspondence and reports
Competencies
Client   focus,   organizational   knowledge,   communication, innovation, teamwork and leadership
RESPONSIBILITIES   Greet visitors, establish nature of business and direct visitors to appropriate person.
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…