THE ROLEAre 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
QUALIFICATIONSEducation, 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.
RESPONSIBILITIESLead 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 INFORMATIONLanguage 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 AVAILABLEHealth 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 
