Financial Planner

Petawawa Employment Service
  • Post Date: June 15, 2017
  • Applications 0
  • Views 469
Job Overview

File Number: 6004-8 (05)
EMPLOYMENT OPPORTUNITY
Competition # PET-17-033
Open to: This Category Il position is open to all interested parties.
* * * * * *
Financial Planner
SISIP Financial
Garrison Petawawa
Permanent Full Time Position

Who We Are:
CFMWS is committed to enhancing the morale and welfare of the military community, ultimately contributing to the
operational readiness and effectiveness of the Canadian Armed Forces (CAF). We pride ourselves on being part of
the Defence Team. For more information on who we are, please visit us at www.cfmws.com.

Job Summary:
Under the direction of the Branch Manager, the Financial Planner develops personal financial plans for clients
covering cash management, finances, investments, education, retirement and estate planning. He/she analyzes
clients’ financial records, sets goals and develops a financial strategy as well as advises clients on implementing the
financial plan to help them achieve their goals. Promote and provide financial planning services to current and former
CF members, and their families.

Qualifications:
Bachelor’s degree in Business Administration, Commerce, Economics, or a related field, AND several years
experience in financial services.
OR
College diploma or certificate in Business Administration, Commerce, Economics or a related field, AND several
years of experience in financial services.
AND
Certified Financial Planner (CFP) professional designation or equivalent , an asset
License for the sale of mutual funds
License for the sale of life insurance (Ontario), an asset
Language Requirement: English essential, bilingual an asset
French Language Proficiency (Bilingual an asset)
Reading Comprehension 2
Written expression 2
Oral interaction 3
Level: N/A(No proficiency), 1(Basic), 2(Functional), 3(Advanced), 4(Professional)

Experience Requirements:

  • In the provision of financial planning and investment services
  • In building long term relationships with clients
  • In organizing and delivering presentations to large audiences
  • In providing investment advice
  • In preparation of written financial plans
  • In using software for word processing, spreadsheets, databases, presentations, e-mail and Internet browsing

Benefits Available:
Competitive Benefits including savings plans (TFSA, RRSPs), educational assistance, accessible facilities on
base (i.e. fitness facility, swimming pool, etc), CANEX Privileges

Salary: $64,390 – $75,770

Security:
 Reliability

NPF employees must demonstrate the following shared competencies: client service, organizational knowledge,
communication, innovation, teamwork and leadership.

NPF is committed to employment equity. Our goal is a diverse, inclusive workforce that reflects the communities we
serve. We strongly encourage applications from all of the designated group members. Individuals needing
employment accommodation in the hiring process or job postings in an alternative format may contact the NPF
Human Resources Manager.

Start Date: 24 July 2017
Posting Date: 14 June 2017
Application Deadline: 23:59 hrs Pacific Time on 28 June 2017

Application Submission: Submit resume to NPF HR Office quoting competition # PET-17-033. Email:
RecruitingPetawawa@cfmws.com or online: www.cfmws.com.
We thank all applicants in advance for their interest in this position, however, only those selected for an interview will
be contacted.

Job Detail
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