Senior Manager, Client & Advisory Services

Unit Corporation; Ottawa; Hybrid; CAD 110,000 - 150,000; Full time

Benefits offered by this job

Health Benefits

Flexible work options

Defined Benefit Pension Plan

Professional development

Career discounts

Job summary

Canadian Forces Morale and Welfare Services (CFMWS) seeks a Senior Manager, Client and Advisory Services to lead a nationwide virtual team of professionals and strengthen support for SISIP Financial branches. You will drive client experience, advisor engagement and regulatory compliance in a transformational environment.

The role focuses on coaching, change management, program planning and cross-functional collaboration to advance strategic priorities across Canada.

Qualifications

• Experience coaching strategies and plans for teams.
• Experience planning and organizing support for programs.
• Leadership in budget and financial management.

Responsibilities

• Lead a virtual team of licensed and unlicensed administrators across SISIP Financial branches.
• Develop and communicate divisional vision, mission and values.
• Lead strategic planning sessions and drive KPIs and standards.
• Coach employees to meet goals and regulatory requirements.
• Oversee new projects, tools and processes as SME.

Skills

Coaching leadership

Client experience

Regulatory compliance

Cross-functional collaboration

Financial services knowledge

Education

Bachelor's in Business Administration / Commerce / Economics

College diploma in Business Administration / related field

CFP / LLQP asset (preferred)

Job description

CFMWS – WHERE PURPOSE MEETS PASSION!

At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.

Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.

As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

SISIP FINANCIAL

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

THE ROLE

Are you passionate about leading high-performing teams and delivering exceptional client experience? As the Senior Manager, Client and Advisory Services, you will play a key leadership role in strengthening client and advisor support across SISIP Financial. You will lead a virtual team of licensed and unlicensed professionals, enhance operational and regulatory practices, and advance strategic initiatives that support consistent, high-quality service across branches nationwide. This is your opportunity to combine financial services expertise, people leadership, and business acumen to make a meaningful difference for members of the Canadian Armed Forces community.

In this role, you will:

• Lead and develop a high-performing virtual team, promoting employee engagement, professional growth, accountability, and consistent service delivery
• Strengthen the client and advisor experience by establishing service standards, improving support processes, and leading client outreach and engagement activities
• Champion operational excellence and business transformation, and identify opportunities for continuous improvement
• Provide oversight in a regulated environment, ensuring compliance with industry requirements and internal policies
• Collaborate and partner with senior leaders, advisors, internal partners to advance business priorities

The ideal candidate excels at coaching and inspiring others, navigating complex business and regulatory requirements, championing change, and translating organizational priorities into practical solutions.

Why Join Us?

• Lead a national team supporting SISIP Financial branches across Canada
• Make a meaningful contribution to the financial well-being of the Canadian Armed Forces community

QUALIFICATIONS

Education, Certifications and Licenses

Bachelor’s degree in Business Administration, Commerce, Economics or a related field AND some years of experience in financial services and sales

OR

College diploma or Certificate in Business Administration, Commerce, Economics or a related field AND several years of experience in financial services and sales

CIRO/AMF Branch Compliance Manager qualification OR Investment Funds Course (IFC)

A member in good standing with provincial securities commissions and/or life insurance regulators

Certified Financial Planner (CFP) and/or Life License Qualification Program (LLQP) an asset

Experience

• In developing and implementing coaching strategies and plans
• In planning and organizing support for programs
• In personnel administration, talent management, strategies and development
• In budget administration and financial management In planning and conducting presentations
• In financial services leadership and management
• In applying policies, procedures, regulations, and legislation
• In developing, writing, and updating reports
• In project management
• In implementing organizational initiatives
• In communication and change management practices

Competencies

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

RESPONSIBILITIES

Lead a virtual team of licensed and unlicensed administrators, across SISIP Financial branches to ensure engagement and delivery of consistent client experience.

Contribute to the development and communication of the divisional program’s vision, mission and values.

Participate in strategic, goals and business planning, and lead business planning sessions with designated teams.

Coach and develop employees to meet business goals, Key Performance Indicators (KPIs), advisory and client service standards and regulatory requirements.

Manage and support assigned business initiatives as a Subject Matter Expert (SME) for new projects, business tools, and processes.

Develop internal procedures and manage processes to conduct internal quality control of Tier 1 regulatory activities.

OTHER INFORMATION

Language Requirement: Bilingual (English and French) Essential

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: November 16, 2026

This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

Salary plus Employee Performance Plan.

BENEFITS AVAILABLE

• Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance.
• Work Life Balance: Flexible work options and a wide range of paid/unpaid leave, including paid 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 a 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 can help us build a workforce that reflects the diversity of Canadian society. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.