Financial Counsellor-EN

Job Description

Financial Counsellor – EN

Canadian Forces Morale and Welfare Services (CFMWS) invites applications for the Financial Counsellor role.

About CFMWS

CFMWS supports Canadian Armed Forces members, veterans and their families. Programs include recreation, sports, fitness, customized financial services, retail, and family support.

About SISIP Financial

SISIP Financial offers financial solutions, insurance, investment, and financial education for CAF members and families. It is commission‑free and operates 23 offices nationwide.

The Role

The SISIP Financial Counsellor (FC) provides support and advice on personal financial management to serving CAF members and spouses. They deliver financial education, facilitate financial plans, and maintain relationships with the client community.

Qualifications

• Education: Bachelor’s degree or college diploma in Business Administration, Commerce, Economics, or related field.


• Accredited Financial Counsellor Canada (AFCC) designation: an asset.

Experience

• Personal lending.


• Debt or financial counselling.


• Litigation matters and negotiations.


• Assessments and referrals to other professionals.


• Organizing and delivering presentations.

Competencies

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

Responsibilities

• Monitor client accounts to ensure relationship management, compliance and regulatory adherence.


• Work with manager to develop and manage business plan, set strategies, targets, and goals.


• Conduct presentations, deepen partner relationships and develop and retain client relationships with CAF members and families.


• Provide remedial, preventative, and informative financial counselling.


• Develop referral base and make assessments and referrals to professionals.


• Implement individual plans for corrective money management.


• Guide and counsel to facilitate management of client financial affairs and scheduled monitoring interviews.


• Maintain required licenses and comply with ethical behaviour, corporate policies, industry standards and regulations.

Other Information

Language Requirement: English Essential / Bilingual (English and French) – an asset.
Reading: Advanced.
Writing: Functional.
Oral: Advanced.

Start Date: January 5, 2026.
Work Schedule: 8:00 AM to 4:00 PM Monday-Friday, on-site.

Salary: Salary plus Employee Performance Plan.
Selection process: Done virtually.

Benefits Available

Health Benefits

Drug coverage, healthcare spending account, virtual care, Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life and disability insurance.

Work Life Balance

Flexible work options, paid/unpaid leave including vacation, family related leave, and personal days.

Retirement Planning

A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development

Payment of professional association memberships, online learning opportunities including LinkedIn Learning subscription, and second language training.

Perks

Discounts through CF One Member Appreciation.

Explore all the benefits CFMWS offers by visiting: https://cfmws.ca/Benefits

INCLUSION AND ACCOMMODATION

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 reflect Canadian society’s diversity. If contacted with accommodation measures, advise the recruitment team promptly. Accommodation information will be addressed confidentially.