Financial Services Assistant

CFMWS – WHERE PURPOSE MEETS PASSION!

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 programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.

The Financial Services Assistant (FSA) is the on‑location ambassador of our branch office and is responsible for greeting clients and ensuring that the branch meets the standards of our client experience expectations. The FSA will also provide support to advisors in the branch or remotely across the country as assigned by their manager. This includes, but is not limited to, proactively calling clients for appointments or providing a wide range of administrative support to prepare for appointments, follow‑up on managing data for client files with sensitivity and confidentiality.

As an FSA you will liaise with clients, advisors and fund companies to facilitate trade requests. You will also collaborate with a national team, internal and external partners to enhance and make a difference in the lives of our clients who are members of the Canadian Armed Forces.

Education, Certifications and Licenses

• High school diploma
• Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC)

• In providing administrative services in a financial planning, counselling and/or insurance environment
• In office administration
• In maintaining filing systems
• In proofreading
• In data entry, data manipulation, record-keeping and retrieval techniques
• In drafting correspondence and reports

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

• Greet visitors, establish nature of business and direct visitors to appropriate person.
• Contact clients to arrange appointments, reviews or advise of deficiencies in completed forms, including fielding of basic queries regarding financial services.
• Collaborate with the national team to provide proactive solutions to issues, identifying opportunities for improvements and creating efficiencies.
• Support nationally led member outreach (briefings and virtual events).
• Ensure office is stocked with necessary supplies for functionality, service office equipment and arrange for servicing, as required.
• Process monetary transactions including preparing and submitting bank deposits.
• Ensure the security and confidentiality of information.

• Language Requirement:
  English essential, bilingual (English and French) an asset.
• Reading:
  Functional
• Writing:
  Functional
• Oral:
  Functional
• Start Date:
  
  June 8, 2026
• End Date:
  August 28, 2026
• This is an on‑site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday–Friday.

• Health Benefits:
  
  Employee and Family Assistance Program
• Work Life Balance:
  
  Vacation pay
• Retirement Planning:
  Group Savings Plans
• Learning and Development:
  Free second language training

Explore all the benefits CFMWS offers by visiting:

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 should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner.

Information received relating to accommodation measures will be addressed confidentially.

British Columbia