Financial Security Advisor, Life Insurance

1 month 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

  • Insurance Advisor

    19 hours ago

    Victoria, Canada Westland Insurance Full time

    Insurance Advisor Victoria (Colwood), BC, 1910 Sooke Road #104, Victoria, British Columbia, Canada Req #2993 Wednesday, May 8, 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  Colwood , BC.  Do you love...

  • Insurance Advisor

    4 weeks ago

    Victoria, Canada Westland Insurance Ltd. Full time

    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 Victoria at our Uptown office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    1 month ago

    Victoria, Canada Westland Insurance Ltd. Full time

    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 Victoria, BC at our Uptown office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Senior Insurance Advisor

    2 days ago

    Victoria, British Columbia, Canada Westland Insurance Full time

    Senior Insurance Advisor Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada Req #2997 Wednesday, May 15, We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in Victoria, BC in our...

  • Senior Insurance Advisor

    2 days ago

    Victoria, Canada Westland Insurance Full time

    Senior Insurance Advisor Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada Req #2997 Wednesday, May 15, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in ...

  • Senior Insurance Advisor

    2 days ago

    Victoria, Canada Westland Insurance Full time

    Senior Insurance Advisor Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada Req #2997 Wednesday, May 15, 2024 We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in Victoria,...

  • Insurance Advisor Trainee

    1 month ago

    Victoria, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor Trainee in Victoria, BC at our Uptown office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Trainee - Insurance Advisor

    4 weeks ago

    Victoria, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Victoria, BC (Uptown) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Insurance Advisor

    1 month ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    1 month ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    6 days ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    4 days ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    4 days ago

    Victoria, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    1 month ago

    Victoria, Canada Seafirst Insurance Full time

    Searching for a new Insurance opportunity? Look no further! SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay,...

  • Financial Representative

    1 month ago

    Victoria, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Associate Insurance Advisor Ii

    1 week ago

    Victoria, Canada Co-operators General Insurance Company Full time

    Company: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English. For More Info Contact: Manraj Mangat **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...

  • Insurance Advisor

    4 weeks ago

    Victoria, Canada Seafirst Insurance Full time

    Searching for a new Insurance opportunity? Look no further! SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay,...

  • Team Lead, Insurance Advisor

    19 hours ago

    Victoria, Canada Westland Insurance Full time

    Team Lead, Insurance Advisor Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada Req #2689 Thursday, March 21, 2024 We’re searching for a Team Lead, Insurance Advisor in Personal Lines in Victoria, BC in our Uptown location.Are you searching for new possibilities? Expected Compensation:The expected hourly hiring...

  • Financial Advisor

    1 month ago

    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Team Lead, Insurance Advisor

    1 month ago

    Victoria, Canada Westland Insurance Full time

    Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada Req #2689 Thursday, March 21, 2024 We're searching for a Team Lead, Insurance Advisor in Personal Lines in Victoria, BC in our Uptown location. Are you searching for new possibilities? **Expected Compensation**: The expected hourly hiring range for this role is $26.40 to...