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.
THE ROLEThe Investment Funds Advisor and Financial Security Advisor (Life Insurance) develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. Monitors client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. Develops and manages the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories. Travels to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. Develops a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.
QUALIFICATIONS NEEDED
Education, Certifications and Licenses
Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field
AND
Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
Life License Qualification Program (LLQP) and life insurance license (Province), an asset
Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset
Chartered Life Underwriter (CLU), an asset
Experience
In the provision of financial planning and investment services
In building relationships with clients
In organizing and delivering presentations
In providing investment advice
In preparing written financial plans
In the provision of life and disability insurance services
Competencies, Skills and Abilities
Client focus, organizational knowledge, communication, innovation, teamwork and leadership.
LANGUAGE REQUIREMENTS
English Essential
BENEFITS AVAILABLE
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 CFAppreciation.
OTHER INFORMATION
SISIP:
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.
Effective April 1, 2022 Salary change: $74,830-$88,070
START DATEAs soon as possible
INCLUSION AND ACCOMMODATIONCFMWS 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.