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financial services consultant

Title posted on Jobillico - Licensed Financial Services Assistant

Posted on June 18, 2026 by Employer details Canadian Forces Morale and Welfare Services - CFMWS

Job details

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 FINANCIALA 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 ROLEThe Licensed Financial Services Assistant will support advisors assigned to them by their manager. This includes, but is not limited to, proactively calling clients for appointments or providing support to prepare for appointments, following up on transfers and transactions, and completing all administration from beginning to end, following a client meeting. You will liaise with clients, advisors and fund companies to facilitate trade requests. Each day you will make a difference in the lives of our clients and will be contributing to improving the quality of life for our CAF community.QUALIFICATIONSEducation, Certifications and Licenses College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field Mutual Fund License Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) 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 <spa