Current jobs related to Financial Security Advisor, Life Insurance - Trenton - Canadian Forces Morale and Welfare Services - CFMWS

  • Financial Security Advisor, Life Insurance

    4 days ago

    Trenton, Canada CFMWS Full time

    **WHO WE ARE** 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...

  • Senior Financial Advisor

    4 weeks ago

    Trenton, Canada Scotiabank Full time

    As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance to individuals and families, helping them to make informed decisions about their financial futures.About the RoleOur team is committed to delivering exceptional service...

  • Senior Financial Advisor

    4 weeks ago

    Trenton, New Jersey, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. This involves providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key ResponsibilitiesBuilding strong relationships with...

  • Outside Sales Advisor

    6 months ago

    Trenton, Canada Home Aire Care Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Outside Sales Advisor

    2 weeks ago

    Trenton, Canada Home Aire Care Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Outside Sales Advisor

    2 months ago

    Trenton, Canada Home Aire Care Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Senior Financial Advisor

    1 month ago

    Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong relationships with them.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    1 month ago

    Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong relationships with them.Key ResponsibilitiesTake a proactive approach to discovering customer needs and...

  • Senior Financial Advisor

    2 months ago

    Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong, long-standing relationships.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to...

  • Senior Financial Advisor

    2 months ago

    Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong, long-standing relationships.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to...

  • Outside Sales Advisor

    6 months ago

    Trenton, ON, Canada Home Aire Care Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Senior Financial Advisor

    5 months ago

    Trenton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201817Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they...

  • Security Guard

    2 months ago

    Trenton, Canada Integrity Investigative Solutions Limited Full time

    We are looking for security guards to fulfill different assignments for our clients. What you’ll be doing - Ensure the protection of people, assets and property. - Monitor access of entryways and exit points using equipment at your disposal - Conduct preventive surveillance rounds according to established procedures - Provide impeccable customer service -...

  • Financial Consultant

    4 weeks ago

    Trenton, Canada Co-operators Full time

    We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure a strong culture and development opportunities.As a Financial Advisor, you will play a key role in helping us achieve our goals. You will...

  • Automotive Service Advisor

    5 months ago

    Trenton, Canada Lange and Fetter Motors Full time

    The Automotive Service Advisor is the dealership's first-line customer-relations and service representative and therefore must have strong customer service skills, good technical knowledge. Overall the tasks include diagnose, follow up and assist overall in the smooth daily running of the service department. Some main responsibilities: - Greet each...

  • Financial Advisor

    5 months ago

    Trenton, Canada the Ladders Full time

    The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunit

  • Financial Services Expert

    2 months ago

    Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our team.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to understanding customer needs, listening to their...

  • Financial Services Expert

    2 months ago

    Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our team.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to understanding customer needs, listening to their...

  • Senior Financial Services Professional

    2 months ago

    Trenton, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our team.Key ResponsibilitiesCustomer-Centric Approach: Take a proactive approach to understanding customer needs, listening to their...

  • High-Performing Financial Strategist

    3 days ago

    Trenton, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service throughout the customer's journey.Key Responsibilities:Take a proactive approach to discovering customer needs and provide expert advice to help them achieve...

Financial Security Advisor, Life Insurance

3 months ago

Trenton, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time
WHO WE ARE

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.

SISIP FINANCIAL

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 ROLE

The Financial Security Advisor, Life Insurance (FSA, LI) provides trusted advice to active and former CAF members and/or their families. As a trusted advisor to the CAF community, you will provide expert counsel covering insurance and education for the financial wellness of members. The FSA, LI analyzes members’ needs, sets goals and develops a financial security strategy in collaboration with the member and their families. They help members to achieve their financial goals by recommending insurance strategies in line with their lifestyle needs and risk tolerances.

The Financial Security Advisor, Life Insurance builds strong ties with the CAF community and generates awareness of SISIP Financial, its mission, services, policies, and procedures. As a business developer and long-term relationship builder, you will seek methods to grow your book of business while providing proactive and professional support to help members build a financially secure future by making informed and prudent choices about their current and future financial security needs.

QUALIFICATIONS

Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field

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

Canadian Securities Course (CSC) or Chartered Investment Manager (CIM), an asset

Chartered Life Underwriter (CLU), an asset

Experience

In the provision of life and disability insurance services

In organizing and delivering presentations

Competencies

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

RESPONSIBILITIES

Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.

Develop a personal business plan and deepen understanding of client goals, needs and overall financial situation through comprehensive client discovery, including data gathering and analysis, identification of options, development of recommendations, creation/implementation of financial action plan, and ongoing evaluation and updating of the Plan.

Execute an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in a personal book of business.

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

Leverage Customer Relations Management (CRM) software in the day-to-day management of client relationships and business development activities.

Leverage Know Your Customer (KYC) & Know Your Product (KYP), industry best practices and financial planning tools to conduct analysis, educate and present solutions.

Perform client education by providing information concerning insurance plans, benefits and other policy features.

OTHER INFORMATION

Language Requirement:

English Essential / Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: November 4, 2024

This is an on-site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday-Friday.


The selection process will be done virtually.


Relocation benefits will not be provided.


Salary plus Employee Incentive Plan.

BENEFITS AVAILABLE

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: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

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.