Canadian Forces Morale and Welfare Services
Financial Planner at SISIP in Nova Scotia
Job Description
Join SISIP as a Financial Planner in Nova Scotia, focusing on customized financial solutions for Canadian Armed Forces members. Build meaningful relationships while delivering impactful financial advice.
This position requires a strong communicator skilled in understanding client goals and developing personalized financial plans. You will provide expert advice in areas such as investment planning, retirement strategies, and risk management. Your role will encompass comprehensive client discovery to create tailored financial action plans while adhering to all regulatory requirements.
Key Responsibilities:
• Create personalized financial management plans
• Conduct detailed client needs analyses
• Present findings and plans to clients effectively
• Foster relationships with CAF members and families
• Manage relationships using CRM tools
Requirements:
• Bachelor’s degree or equivalent in a financial field
• CFP or PFP designation is mandatory
• Several year...
This position requires a strong communicator skilled in understanding client goals and developing personalized financial plans. You will provide expert advice in areas such as investment planning, retirement strategies, and risk management. Your role will encompass comprehensive client discovery to create tailored financial action plans while adhering to all regulatory requirements.
Key Responsibilities:
• Create personalized financial management plans
• Conduct detailed client needs analyses
• Present findings and plans to clients effectively
• Foster relationships with CAF members and families
• Manage relationships using CRM tools
Requirements:
• Bachelor’s degree or equivalent in a financial field
• CFP or PFP designation is mandatory
• Several year...
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