Become a trusted SISIP Financial Planner in Nova Scotia by delivering expert financial advice specifically for Canadian Armed Forces. Focus on building genuine client relationships and effective financial planning.
In this role, you'll utilize your financial planning expertise to guide CAF members and their families. You will assess client needs, develop personalized financial strategies, and ensure comprehensive risk management and investment planning. Your understanding of the CAF Pension Plan will enable you to provide targeted advice, tailoring solutions to meet specific life goals.
Key Responsibilities:
• Develop thorough personal financial plans
• Assess client goals through detailed discovery
• Conduct presentations to enhance client engagement
• Maintain relationships using CRM software
• Follow regulatory and ethical standards
Requirements:
• Bachelor’s degree in business or economics
• Required CFP or PFP certification
• Experience in financia...