Investment Funds and Financial Security Advisor, Life Insurance

CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

The Investment Funds 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. You monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. You develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories. You travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. You develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with SISIP's business planning and 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)

Registered to sell Mutual Funds (MFDA/AMF)

Life License Qualification Program (LLQP) and life insurance license (Quebec)

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

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

Develop 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.

Monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.

Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.

Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.

Develop 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.

Adhere to Know your Customer (KYC) & Know Your Product (KYP) processes to develop an in-depth understanding of client’s needs and determine the appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives.

Language Requirement:

French Essential / Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: January 13, 2025

This is an on-site position with an assigned work location (CFB Bagotville), with possibility of working from home once a week. The employee must be able to work 8:00 AM to 4:00 PM Monday-Friday.

Relocation benefits will not be provided.

Salary plus Employee Performance Plan.

The selection process will be done virtually.

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CFOne Member Appreciation.

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 Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.