Discover jobs
Job Search
analyst, investments
Title posted on Jobillico - Associate Investment Funds Advisor
Posted on October 10, 2024 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>WHO WE ARE</strong><p><span>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.</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 Associate Investment Funds Advisor supports clients on implementing investment strategies to assist them in achieving their goals. They assist in the client discovery process through pre-meeting information gathering and subsequent delivery to advisor. They greet clients and potential clients, ascertain nature of business and direct them to the appropriate person or determine needs and/or start next phase. They organize marketing activities on behalf of advisory professionals. They support business growth of assigned branches through telemarketing and outbound calls, prepare client/prospect call lists and track progress, as required.</span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>Bachelor?s degree or College diploma in Business Administration, Commerce, Economics, or a related field</span></p> <p><span>Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)</span></p> <p><span>Investment Funds Course (IFC)</span></p> <p><span>Certified Financial Planner, an asset</span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In providing advice to clients</span></p> <p><span>In investment services</span></p> <p><span>In working in a branch environment</span></p> <p><span>In providing assistance to financial professionals</span></p> <p><span>In using Customer Relationship Management (CRM) systems</span></p> <p><span>In transactional account and client records management</span></p> <p><span><strong><span>Competencies</span></strong><span> </span></span></p> <p><span><span>Client </span><span>focus, </span><span>organizational </span><span>knowledge, </span><span>communication, innovation, teamwork and leadership.</span><span> </span></span></p><strong>RESPONSIBILITIES</strong><p><span>Ensure relationships are managed, compliant and adheres to regulatory and service requirements.</span></p> <p><span>Develop and deliver personal business plan to acquire and retain clients in a personal book of business.</span></p> <p><span>Travel to Base/Wing/Unit (B/W/U) and collaborate with SISIP financial advisory professionals to conduct presentations, deepen B/W/U partner relationships and develop and retain client relationships with CAF members a- LocationGreenwood, NS
- Workplace information On site
- Salary$64,460 to $75,850YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14651051
Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content.
Report a problem with this job posting
- Date modified: