Investment Funds Advisor

Canadian Forces Morale and Welfare Services (CFMWS) supports Canadian Armed Forces members, veterans and families through a range of services including recreation, financial services and community events.

As part of the SISIP Financial division, this role provides tailored investment advice and solutions to current and former CAF members and their families.

THE ROLE Under the direction of the District Manager, the Investment Funds Advisor will deliver investment solutions and related financial services to CAF community.

QUALIFICATIONS

College diploma in Business Administration, Commerce, Economics or related field.

Canadian Securities Course (CSC).

Registered to sell Mutual Funds (MFDA/AMF).

Investment Funds Course (IFC).

Certified Financial Planner® (CFP) or Personal Financial Planner® (PFP).

Experience in financial planning and investment services.

Experience building client relationships.

Experience delivering presentations.

Experience preparing written financial plans.

COMPETENCIES

Client focus

Organizational knowledge

Communication

Innovation

Teamwork

Leadership

RESPONSIBILITIES

Develop a personal business plan to manage client relationships and achieve financial security for clients.

Monitor client activity and maintain preventive follow‑up care in line with service requirements.

Develop and manage business plans, strategies, goals, partner development activities and marketing campaigns with management.

Adjust individual business plans, coach with management.

Travel to CAF bases to deliver presentations and deepen partner relationships.

Develop business plans that support client growth, retention and partner development in assigned territories.

OTHER INFORMATION

Language Requirement: English essential / Bilingual (English and French) an asset.

Reading: Advanced; Writing: Functional; Oral: Advanced.

Start Date: July 13, 2026.

On‑site position with assigned work location; work hours 8:00 AM–4:00 PM Monday‑Friday.

Salary plus Employee Performance Plan.

Selection process will be done virtually.

BENEFITS AVAILABLE

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

Work‑Life Balance: Flexible work options, wide range of paid/unpaid leave including vacation, family leave and personal days.

Retirement Planning: Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Payment of professional association memberships, online learning (LinkedIn Learning), second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION CFMWS is committed to an inclusive, equitable and accessible environment. We welcome applications from all qualified candidates. If contacted about a job opportunity or assessment, advise the recruitment team of accommodation measures required. Information will be addressed confidentially.

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