The Financial Counsellor position at SISIP Financial exists to help Canadian Armed Forces personnel and their dependents with their financial management needs. The role includes understanding their financial situation, offering advice, and helping them move toward better financial stability.
The company builds a strong community based workplace which enables employees to directly assist military families. The environment promotes new ideas while employees work together to achieve a common goal.
Canadian Forces Morale and Welfare Services is known for combining meaningful work with a stable path. If you want to make a Difference through your work then read the following job posting.
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Employer Details
Company Name : Canadian Forces Morale and Welfare Services / SISIP Financial
Location : Ottawa, Ontario, Canada
Salary : $ 83480.00 – $ 98240.00 CAD Per Year
Job Type : Full Time
Start date : As soon as possible
Benefits : Health and dental plans, mental health support, retirement pension, savings programs, paid leaves, training support, language courses, employee perks
Job Description
- Serves as a financial advisory role focused on personal money management.
- Full time permanent job with fixed weekday schedule (Monday to Friday).
Office based role with in-person client interaction. - Covers both one-on-one guidance and group education sessions.
- Focus on maintaining long-term client connections.
- Part of a structured and purpose-driven work setting.
Responsibilities
- Monitor client accounts and make sure they follow service and regulatory standards.
- Work with managers to set goals, plans, and business activities.
- You need to train your skills through session work where you will establish better connections with clients and partners.
- Offer financial counseling services to armed forces members and their families.
- Establish referral networks which allow us to send clients to specialized professional services when required.
- Develop and apply plans to improve financial habits.
- Guide clients regularly and review their financial progress.
- Follow company rules, maintain licenses, and meet industry standards.
Requirements
- The candidate needs to possess a business-related degree or diploma which includes fields such as business and commerce and economics and similar disciplines.
- The individual may have a Certified Financial Counsellor designation as an added value.
- The role requires candidates to possess experience in lending and financial counselling and related fields.
- The candidate should have experience dealing with financial disputes and negotiations.
- The individual must be able to assess cases and refer clients to other professionals.
- The role requires candidates to show their work in presenting and conducting training sessions.
- The candidate must show his or her ability to interact within a team.
- Can interact in both English and French as is required for the role.
How to Apply?
Check the link below for complete role information and how to apply.