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Financial Planner at SISIP Financial
Job in
Ottawa, Ontario, Canada
Listed on 2026-06-12
Listing for:
Canadian Forces Morale and Welfare Services
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
As a Financial Planner (CFP or PFP), you will be a trusted advisor specializing in personal financial plans, investment strategies, and client relationship management.
Your role involves deep discovery to understand client needs and create tailored solutions. Collaborating with management, you'll also focus on client growth and retention within the CAF community, providing in-depth financial education and counseling.
Key Responsibilities:
• Develop comprehensive personal financial plans
• Formulate strategies for client growth and retention
• Conduct deep discovery and data gathering
• Deliver presentations onsite or virtually
• Manage client relationships using CRM tools
Requirements:
• Bachelor’s or College diploma in business-related fields
• Canadian Securities Course (CSC) completion
• Registered to sell Mutual Funds
• Hold CFP or PFP designation
• Bilingual in English and French
Utilize your financial planning skills to support the CAF community through SISIP Financial.
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