Financial Security Advisor, Life Insurance
2 weeks ago
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.
-
Financial Security Advisor, Life Insurance
7 days ago
Quinte Shores, East Northumberland County & Prince Edward County (Picton), Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO 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...
-
Insurance Advisor Life, Health
13 hours ago
Quinte West, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our Eastern Ontario Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients through...
-
Insurance Advisor Life, Health
16 hours ago
Quinte West, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our Eastern Ontario Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients through...
-
Sun Life Financial Advisor Opportunity
9 hours ago
Prince George, British Columbia, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your...
-
Sun Life Financial Advisor Opportunity
12 hours ago
Prince George, British Columbia, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your...
-
Insurance Advisor
1 week ago
Prince Edward, Canada Equest Full timeInsurance AdvisorPrince George, BC, 687 West Central Street, Prince George, British Columbia, Canada Req #3365Wednesday, September 4, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in Prince George, BC. Do you love to talk about...
-
Financial Advisor
5 days ago
Norfolk County, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
Insurance Advisor Life, Health
3 weeks ago
Quinte West, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Eastern Ontario Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Insurance Advisor Life, Health
24 hours ago
Quinte West, Canada RBC Full timeJob Summary Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Eastern Ontario Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP), you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...
-
Insurance Advisor Life, Health
4 weeks ago
Quinte West, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Eastern Ontario Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Insurance Advisor
7 days ago
Prince George, British Columbia, Canada Westland Insurance Full timeInsurance Advisor Prince George, BC, 687 West Central Street, Prince George, British Columbia, Canada Req #3365 Wednesday, September 4, We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Prince George, BC. Do you love to talk...
-
Insurance Advisor
1 week ago
Prince George, Canada Westland Insurance Full timeInsurance Advisor Prince George, BC, 687 West Central Street, Prince George, British Columbia, Canada Req #3365 Wednesday, September 4, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Prince George, BC. Do...
-
Life Insurance Trailblazers
1 week ago
County of Grande-Prairie no.1, Canada Globe Life AO Full timeWanted: Life Insurance Trailblazers for a Career That's Out of This World!Attention, career astronauts! Ready to blast off into a job that's more flexible than a yoga master and more rewarding than finding the last piece of the puzzle? Houston, we have a solution!The Mission: Intergalactic Life Insurance PioneerCalling all ambitious earthlings! We're...
-
Financial Advisor
7 days ago
Norfolk County, Canada Royal Bank of Canada> Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
PSP Administrator
7 days ago
Quinte Shores, East Northumberland County & Prince Edward County (Picton), Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO 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...
-
PSP Administrator
6 days ago
Quinte Shores, East Northumberland County & Prince Edward County (Picton), Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO 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...
-
PSP Administrator
5 days ago
Quinte Shores, East Northumberland County & Prince Edward County (Picton), Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO 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...
-
Financial Advisor
3 days ago
Norfolk County, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Financial Advisor
3 days ago
NORFOLK COUNTY, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
PSP Administrator
7 days ago
Quinte Shores, East Northumberland County & Prince Edward County (Picton), Canada Canadian Forces Morale and Welfare Services - CFMWS Full timeWHO 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...
