Canada

Financial Advisor for Military Community (Alouette)

Financial Advisor for Military Community (Alouette)
Description
Help Canadian Armed Forces families achieve financial goals as a Financial Counsellor at CFMWS. Provide educational support and professional guidance tailored to their unique situations. The SISIP Financial Counsellor at CFMWS plays a pivotal role in delivering personalized financial solutions to CAF members and their families. This position requires a strong knowledge base in financial management and the ability to conduct comprehensive assessments. You will help clients navigate their financial journeys by providing effective strategies and ongoing support. Key Responsibilities: • Monitor client accounts for effective relationship management. • Organize and deliver financial education presentations. • Develop actionable financial plans tailored to clients' needs. • Build and maintain robust relationships across the CAF community. • Ensure adherence to ethical standards and regulatory compliance. Requirements: • Bachelor’s degree or diploma in a relevant field. • Experience in financial and debt counselling. • Proficient communication and leadership capabilities. • Certification as a Financial Counsellor is an advantage. • French language skills are an asset. Join CFMWS to foster financial literacy and stability in the military community. Apply on Kit Job: kitjob.ca/job/2oscf6
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