The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.

Under the direction of the District Manager, the Financial Counsellor provides military members remedial, preventive and informative financial counseling. You interview clients to explore variable and fixed cost areas in their lifestyle, and to collect and analyze financial data to determine required financial assistance. You create, analyze and assesses the financial repercussions of various corrective plans of action including debt consolidation plans, negotiating with financial institutions, preparing case summaries, and recommending the approval of grants and loans as appropriate. You negotiate with commercial and professional lending institutions for the purpose of making mutually acceptable arrangements with creditors for financial restitution.

Education, Certifications and Licenses

• College diploma or certificate in Business Administration, Economics, or a related field, AND several years of financial counselling

AND

• Life License Qualification Program (LLQP) and life insurance license (Ontario), an asset
• Registered to sell Mutual Funds (MFDA/AMF), an asset

Experience

• In personal lending
• In dealing with litigation matters and negotiations
• In budget administration
• In making assessments and referrals to other professionals
• In organizing and delivering presentations

Knowledge

• Of current counselling techniques, theories, principles and practices
• Of the Bankruptcy and Insolvency Act
• Of the Organization and procedures of the Canadian Armed Forces (CAF), an asset
• Of the CAF compensation and benefits packages, an asset

Competencies, Skills and Abilities

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

Bilingual Essential

Reading: Advanced

Writing: Functional

Oral: Advanced

Health Benefits: Drug coverage, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: 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: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through the CF One Member Appreciation Program.

SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.

• This is an on-site position.
• The selection process will be done virtually.
• Relocation benefits will not be provided.
• Parking is available at a cost; Public transportation is available.
• Salary plus Employee Incentive Plan.
• This position will involve occasional travel within the NCR to facilitate financial literacy seminars.

February 2023

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 the communities in which we live. Accommodations are available to all candidates identifying a need during all or any parts of the selection process.