Investment Funds Advisor and Financial Security Advisor (Life Insurance)

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 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.

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.

English Essential

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.

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

As soon as possible

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.