Client‑Focused Financial Services Assistant (Bilingual)

Canadian Forces Morale and Welfare Services; Saint-Jean-sur-Richelieu; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Discounts through CF One

Job summary

CFMWS - WHERE PURPOSE MEETS PASSION! Financial Services Assistant (FSA) is the on-site ambassador for SISIP Financial, greeting clients and supporting advisors with appointments and a range of administrative duties.

Bi-lingual (English and French) essential, you will collaborate with a national team, handle confidential information, and contribute to client outreach and service excellence in a dynamic CAF community.

Qualifications

• High school diploma required or equivalent.
• Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) is an asset.

Responsibilities

• Greet visitors and determine the nature of business, directing to the appropriate person.
• Contact clients to arrange appointments and follow up on forms and inquiries.
• Collaborate with the national team to provide proactive solutions and efficiencies.
• Support nationally led member outreach, including briefings and virtual events.
• Ensure office supplies and equipment are available and functioning; arrange servicing as needed.
• Process monetary transactions including deposits and maintain confidentiality of information.

Skills

Client focus

Organizational knowledge

Communication

Innovation

Teamwork

Leadership

Education

High school diploma

CSC/IFC asset

Job description

CFMWS - WHERE PURPOSE MEETS PASSION! Financial Services Assistant (FSA) is the on-site ambassador for SISIP Financial, greeting clients and supporting advisors with appointments and a range of administrative duties.

Bi-lingual (English and French) essential, you will collaborate with a national team, handle confidential information, and contribute to client outreach and service excellence in a dynamic CAF community.