Financial Planner at SISIP Financial

Explore a rewarding career as a Financial Planner with SISIP Financial, supporting Canadian Armed Forces members and their families. Utilize your financial expertise and communication skills to make a meaningful impact.

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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