Financial Security Advisor, Life Insurance/Investment Funds

CFMWS - WHERE PURPOSE MEETS PASSION At Canadian Forces Morale and Welfare Services (CFMWS), we're more than just a workplace; we're a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.
Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.
As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.
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 and Investment Funds 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.
QUALIFICATIONS Education, Certifications and Licenses
Bachelor's degree or College diploma in Business Administration, Commerce, Economics, or a related field
AND
Life License Qualification Program (LLQP) and life insurance license (Manitoba)
Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
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.
RESPONSIBILITIES 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.
Develop and deepen understanding of client goals, need