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Financial Security Advisor, Life Insurance

4 months ago

Victoria, 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 banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

**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**

Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field

Life License Qualification Program (LLQP) and life insurance license (British Columbia)

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**
English 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

**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.
- Salary plus Employee Incentive Plan.
- The selection process will be done virtually and/or in person.

**START DATE**

October 1 2023

**INCLUSION AND ACCOMMODATION**

Job Reference: CFMWS07510