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financial services officer
Title posted on Jobillico - Financial Services Assistant
Posted on February 26, 2025 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>CFMWS - WHERE PURPOSE MEETS PASSION!</strong><p><span>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.</span></p> <p><span>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.</span></p> <p><span>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.</span></p><strong>SISIP FINANCIAL</strong><p><span>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.</span></p> <p><span>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.</span></p><strong>THE ROLE</strong><p><span>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. </span><br> <br><span> 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.</span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>High school diploma AND several years of experience in Financial Services Administration</span></p> <p><span>Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset</span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In providing administrative services in a financial planning, counselling and/or insurance environment</span></p> <p><span>In office administration</span></p> <p><span>In maintaining filing systems</span></p> <p><span>In proofreading</span></p> <p><span>In data entry, data manipulation, reco- LocationAlouette, QC
- Workplace information On site
- Salary$19.85 to $23.41HOUR hourly
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #15422386
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