SISIP Financials’ core mission is to contribute to the operational readiness of the Canadian Armed Forces (CAF) by providing tailored advice and solutions that enhance the financial health and security of the members of the CAF Community and their families. SISIP Financial is a division of the Canadian Forces Morale & Welfare Services (CFMWS).

If you are seeking an opportunity with purpose and to serve those who serve Canadians, we are growing our advisory team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth, and professional development.

Responsibilities

· Support clients on implementing investment strategies to assist them in achieving their goals.

· Assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor.

· Greet clients and potential clients, ascertain nature of business and direct to the appropriate person or determine needs and/or start next phase.

· Organize marketing activities on behalf of advisory professionals.

· Support business growth of assigned branches through outbound calls, prepare client/prospect call lists and track progress, as required.

· Print and review client reports, follow-up on client enquiries, account maintenance, retrieval of tax receipts.

· Organize and maintain a potential client database and marketing materials.

· Conduct research, analyze data to provide insights and recommendations.

· Maintain and organize client database.

· Liaise with clients, advisors, and fund companies to facilitate trade requests.

· Process Mutual Fund order entry forms – redemptions, switches, and purchases and transfers.

· Assist with the set-up of client files and ongoing maintenance of the accounts including proactively booking reviews and Know Your Customer (KYC) updates.

· Ensure accounts are set up correctly as per New Account Application Form (NAAFs).

· Assist with client meeting preparation and form completion, and follow up with clients for outstanding paperwork, as required.

· Submit signed forms to relevant fund companies and FundEX.

· Process financial and non-financial mutual fund transactions.

· Ensure transactions are coded correctly with tax reporting rules, and appropriate grants are correctly received.

· Assist with book transfer process, as required.

· Follow up with mutual fund companies for issue resolution.

· Accept and process orders.

· Prepare and review client correspondence, reports, documents and create and maintain files.

· Collaborate with Compliance Officer for deficiency resolution.

· Ensure internal manuals and procedures manuals and client complaint logs remain current and updated with changes in company policy, industry regulation and system/ procedure changes.

· Comply with regulatory, legal, and ethical requirements ensuring proper protocols when processing requests.

· Ensure the security and confidentiality of information.

Qualifications

· College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field

· Mutual Fund Dealers Association of Canada (MFDA) License

· Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset

· 2-3 years experience in a financial services or business administration environment

Job Types: Full-time, Permanent

Salary: $14.95-$29.87 per hour

Benefits:

• Company events
• Dental care
• Extended health care
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Petawawa, ON: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in WINNIPEG, MB

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