Financial Security Advisor, Life Insurance
2 weeks ago
**WHO WE ARE**
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 ROLE**
The Financial Security Advisor, Life Insurance provides trusted advice to clients who are active or former CAF members and/or their families. As a trusted Advisor to our client community, you will provide expert counsel covering insurance and education for the wellness of our clients. The Financial Security Advisor, Life Insurance analyzes clients' needs, sets goals and develops a financial security strategy in collaboration with the individual client and their families. The Financial Security Advisor, Life Insurance helps clients to achieve their financial goals by recommending insurance strategies in line with their lifestyle needs and risk tolerances.
**QUALIFICATIONS NEEDED** Education, Certifications and Licenses**
- College diploma in Business Administration, Commerce, Economics, or a related field
AND
- 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, Skills and Abilities**
Client focus, organizational knowledge, communication, innovation, teamwork and leadership.
**LANGUAGE REQUIREMENTS**
Bilingual essential
Reading: Functional
Writing: Functional
Oral: Advanced
**BENEFITS AVAILABLE**
**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 CF One Member Appreciation Program.
**OTHER INFORMATION**
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.
- This is an on-site position.
- Relocation benefits will not be provided.
- This position is eligible for an annual Employee Incentive Plan.
- The selection process will be done virtually.
**START DATE**
6 March 2023
**INCLUSION AND ACCOMMODATION**
Job Reference: CFMWS05617
-
Financial Advisor
5 days ago
Ottawa, Canada CAPCORP Financial Full timeCAPCORP Financial Corporation is one of Canada’s leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests and insurance brokering, we provide our clients with...
-
Insurance Advisor Life, Health
3 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...
-
Associate Advisor
3 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...
-
Associate Advisor
3 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...
-
Associate Advisor
1 day ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...
-
Regional Sales Manager, Insurance
6 days ago
Ottawa, Canada Canada Life Assurance Company Full timeRegional Sales Manager, Insurance (Outside Wholesaler) **Description: - Base + Comm- Forget about boring, traditional paint-by-numbers insurance sales. Ready for a more challenging and bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re...
-
Financial Advisor
5 days ago
Ottawa, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
-
Insurance Advisor Life, Health
2 days ago
OTTAWA, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...
-
Insurance Advisor Life, Health
3 weeks ago
Ottawa, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...
-
Insurance Advisor Life, Health
2 days ago
Ottawa, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...
-
Financial Advisor
2 weeks ago
Government of Canada Ottawa and Gatineau offices Financière Sun Life Full timeAs a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk. This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunities Dedicated leadership support and head...
-
Financial Advisor
2 weeks ago
Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full timeFinancial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction:Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...
-
Financial Advisor
7 days ago
Ottawa, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Financial Advisor
7 days ago
Ottawa, 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...
-
Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Advisor in Ottawa, ON
3 weeks ago
Ottawa, Canada Co-operators Full timeCompany: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: Fluent in English is required, French is an asset Job Grade: 0-Not Applicable For More Info Contact: Trina Jimmo The Opportunity As an exclusive Financial Advisor of Co-operators you are an...
-
Financial Advisor
1 week ago
Ottawa, Canada Desjardins Group Full timeremote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...
-
Financial Advisor
2 weeks ago
Ottawa, Canada Desjardins Group Full timeremote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...
-
Financial Advisor
1 week ago
Ottawa, Canada Desjardins Group Full timeremote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...
-
Financial Advisor
4 weeks ago
OTTAWA, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat 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...