Financial Services Assistant

Job Responsibility: WHO WE ARE

CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

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 AND several years of experience in Financial Services Administration

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 necessary supplies for functionality, service office equipment and arrange for servicing, as required.

Process monetary transactions including preparing and submitting bank deposits.

Ensure the security and confidentiality of information.

OTHER INFORMATION

Language Requirement:

English Essential, Bilingual (English and French) an asset

Reading: Functional

Writing: Functional

Oral: Functional

Start Date: 07 October 2024

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.

The selection process will be done virtually.

Relocation benefits will not be provided.

BENEFITS AVAILABLE

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: 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.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

CFMWS is committed to providing an inclusive, equitable and accessible environment, 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. Workplace accommodation measures are available to all candidates identifying a need during the selection process.

Job Reference: CFMWS11396