Bilingual Financial Planner for CAF Members (CFP/PFP)

Canadian Forces Morale and Welfare Services - CFMWS; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A community support organization in Montreal is seeking a Financial Planner to assist Canadian Armed Forces members and their families with customized financial plans. The ideal candidate will have extensive knowledge of financial management and investment planning, as well as experience in client relationship building. This role requires bilingual communication in English and French, with a strong commitment to helping clients achieve financial security.

Benefits

Health Benefits

Flexible work options

Professional development opportunities

Discounts through CF One Member Appreciation

Qualifications

• Several years of experience in financial services.
• Experience in building relationships with clients.
• Experience in providing investment advice.

Responsibilities

• Develop personal financial plans including debt management, budgeting, and investment planning.
• Conduct comprehensive client discovery to understand client needs.
• Deliver presentations to CAF members and families.

Skills

Client focus

Organizational knowledge

Communication

Innovation

Teamwork

Leadership

Education

Bachelor’s degree in Business Administration, Commerce, or related field

Canadian Securities Course (CSC)

Investment Funds Course (IFC)

CFP or PFP designation

Tools

Customer Relationship Management (CRM) software

Job description

A community support organization in Montreal is seeking a Financial Planner to assist Canadian Armed Forces members and their families with customized financial plans. The ideal candidate will have extensive knowledge of financial management and investment planning, as well as experience in client relationship building. This role requires bilingual communication in English and French, with a strong commitment to helping clients achieve financial security.