Associate Investment Funds Advisor-EN

Overview

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 recreation, sports, fitness, customized financial and retail services, and organize charity events. Our success stems from living our values: caring, integrity, teamwork, and continual innovation. As an employer, we offer a commitment to your health, wellness and growth, with a diverse range of roles across many locations where you can make a meaningful impact.

Our SISIP Financial division offers a full suite of financial solutions tailored to our members and families. We provide conventional insurance, investment products, and preventative financial education and counseling in a commission free environment that reinvests profits to support CAF community programs. SISIP services are available virtually and in person across 23 offices nationwide, with a national office in Ottawa.

THE ROLE

The Associate Investment Funds Advisor supports clients in implementing investment strategies to help them achieve their goals. Responsibilities include client discovery, client greetings, marketing activity organization, and business growth support through telemarketing, outbound calls, and prospect list preparation.

Qualifications

Education, Certifications and Licenses:

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

Current Mutual Funds License (MFDA/AMF) with either Investment Funds in Canada (IFIC) Course or Canadian Securities Course (CSC)

Certified Financial Planner, an asset

Experience:

Providing advice to clients

Investment services

Working in a branch environment

Assisting financial professionals

Using Customer Relationship Management (CRM) systems

Transactional account and client records management

Competencies:

Client focus

Organizational knowledge

Communication

Innovation

Teamwork and leadership

Responsibilities

Ensure relationships are managed, compliant and adhere to regulatory and service requirements.

Develop and deliver personal business plan to acquire and retain clients in a personal book of business.

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 and families.

Leverage CRM in the day to day management of client relationships and business development activities.

Complete trades and mutual fund order entry forms—redemptions, switches, purchases and transfers—and ensure completion of client forms, address client requests, investigations and follow up including transfers from other financial institutions and internal file transfers.

Manage new client account opening process and administer document control measures following required policies and procedures (process, verify, transmit/file applications, other documentation).

Other Information

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

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: January 12, 2026

Location: Halifax, Nova Scotia, Canada

Schedule: 8:00 AM to 4:00 PM, Monday Friday

Salary plus Employee Performance Plan

Selection process will be conducted virtually

Benefits Available

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

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

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

Learning and Development: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

Explore all the benefits CFMWS offers by visiting:

Inclusion and Accommodation

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society. If contacted in relation to a job opportunity or assessment, you are encouraged to advise the recruitment team of any accommodation measures required to enable a fair and equitable assessment. Accommodation information will be handled confidentially. #J-18808-Ljbffr