Financial Security Advisor, Life Insurance

2 weeks ago

Nepean, 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.
**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 (Ontario)

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**:
Bilingual (English and French) Essential

Reading: Advanced

Writing: Functional

Oral: Advanced

**Start Date**:January 20, 2025

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

  • Benefits Advisor Life Insurance Nepean

    6 months ago

    Nepean, Canada SKW Organization Full time

    We are a rapidly growing company actively searching for dedicated and driven individuals from across Canada to join us as Life Insurance Benefits Advisors. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. This full-time position offers flexible work hours and ample opportunities for...

  • Security & Structured Cabling Technician

    6 months ago

    Nepean, Canada Cabling Ottawa-Telecom & Security Full time

    Cabling Ottawa is looking to add a Senior Foreman to its team. We are hoping to find the right person to take on responsibilities that include: Running/Managing Projects, Working/training new employees, filling out work orders, ordering material for large projects, and interacting with customers. Security Skills required Include but not limited...

  • Parts Advisor

    6 months ago

    Nepean, Canada Myers Barrhaven Toyota Full time

    **Parts Advisor Required** Myers Toyota is currently looking for a highly motivated individual to fill a full-time position as a **Parts Advisor**. - A valid driver’s license and clean driving abstract. - Excellent communication and organizational skills. - Experience with Reynolds & Reynolds is considered an asset, but not required. - Automotive...

  • Insurance Representative

    7 months ago

    Nepean, Canada Christine Lunn Insurance Agency Ltd Full time

    **Benefits**: - Bonus based on performance - Competitive salary - Dental insurance - Health insurance Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance agent may be the career for you! We’re looking for a motivated, sales-oriented...

  • Insurance Broker

    6 months ago

    Nepean, Canada Brokerteam Ottawa Branch Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Identify and assess potential institutional, business and individual client markets - Ensure appropriate forms, medical examinations and other policy requirements are completed - Establish client insurance coverage, calculate premiums and establish method of payment - Monitor...

  • Insurance Broker

    6 months ago

    Nepean, Canada Brokerteam Ottawa Branch Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Identify and assess potential institutional, business and individual client markets - Ensure appropriate forms, medical examinations and other policy requirements are completed - Establish client insurance coverage, calculate premiums and establish method of payment - Monitor...

  • Service Advisor

    6 months ago

    Nepean, Canada Ottawa Goodtime Centre Full time

    **Ottawa Goodtime Centre** From humble beginnings out of the back of a garage on Bank St. South, to our current location that spans over two levels, and 32 000 square feet: we have over 45 years of experience serving the Ottawa - Gatineau powersport community. Built from the ground up by riders, for riders, we are a welcoming family of diverse motorsport...

  • Service Advisor

    6 months ago

    Nepean, Canada Ottawa Goodtime Centre Full time

    **Ottawa Goodtime Centre** From humble beginnings out of the back of a garage on Bank St. South, to our current location that spans over two levels, and 32 000 square feet: we have over 45 years of experience serving the Ottawa - Gatineau powersport community. Built from the ground up by riders, for riders, we are a welcoming family of diverse motorsport...

  • Parts Advisor

    6 months ago

    Nepean, Canada Myers CARSTAR Full time

    **Title: Parts Advisor** **Location: Myers CARSTAR** **Salary: $18-$20 per hour** **About Myers** Myers Automotive Group is all about Ottawa. The people on our team are your friends and neighbours. Our kids go to school together, play sports together, and succeed together. We sit on parents’ councils and volunteer with you to make good things happen....

  • Automotive Finance

    6 months ago

    Nepean, Canada Myers Barrhaven Volkswagen Full time

    **Automotive Finance & Insurance Manager (F&I) Required** Here We Grow Again! **Myers Barrhaven Volkswagen** - located at 4149 Strandherd Dr. - is looking to hire a highly productive, customer centric individual with a proven track record for success as an **Automotive Finance & Insurance Manager (F&I).** **Responsibilities include, but are not limited...

  • Insurance Agent

    6 months ago

    Nepean, Canada Allstate Canada Full time

    **Who is Allstate**:Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. The company is proud to have been named a Best Employer in Canada for nine consecutive years and prioritizes supporting employees and fostering an inclusive,...

  • Insurance Agent

    6 months ago

    Nepean, Canada Allstate Canada Full time

    **Who is Allstate**:Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. The company is proud to have been named a Best Employer in Canada for nine consecutive years and prioritizes supporting employees and fostering an inclusive,...

  • Service Advisor

    7 months ago

    Nepean, Canada Myers Barrhaven Volkswagen Full time

    **Title: Service Advisor** **Location: Myers Barrhaven Volkswagen** **About Myers** Myers Automotive Group is all about Ottawa. The people on our team are your friends and neighbours. Our kids go to school together, play sports together, and succeed together. We sit on parents’ councils and volunteer with you to make good things happen. We sponsor teams...

  • Service Advisor

    6 months ago

    Nepean, Canada Myers Infiniti Full time

    **Title: Service Advisor** **Location: Myers Infiniti** **About Myers** Myers Automotive Group is all about Ottawa. The people on our team are your friends and neighbours. Our kids go to school together, play sports together, and succeed together. We sit on parents’ councils and volunteer with you to make good things happen. We sponsor teams and charity...

  • Automotive Service Advisor

    6 months ago

    Nepean, Canada Barrhaven Ford Full time

    Barrhaven Ford is looking for an experienced Service Advisor to join our team of Service Professionals. We are looking for a strong team player, with great customer service and sales skills. We have a strong, well-supported team that works hard to provide and exceptional level of service to our clients. If you feel you could excel in this environment, we...

  • Financial Advisor

    3 months ago

    Nepean, Canada Scotiabank Full time

    Requisition ID: 207640 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    7 months ago

    Nepean, Canada Scotiabank Full time

    Requisition ID: 196237 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Bells Corners, Nepean/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a...

  • Financial Services Associate

    6 months ago

    Nepean, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Service Advisor

    6 months ago

    Nepean, Canada B & T MacFarlane Full time

    Service Advisor Company: Welcome to B& T MacFarlane, a Premier dealership of the Kubota Brand, family owned and operated since 1957. We are passionate about the customers we serve and support, from contractors to small business owners, estate owners, and hobby farmers in Ottawa and the Surrounding Market Area. We are a team of 40+ who deliver on quality,...

  • Automotive Parts Advisor

    6 months ago

    Nepean, Canada Dilawri Automotive Group Full time

    S. Dilawri Automotive Group is currently seeking Parts Advisors to join our dynamic team at our following dealerships: **Kia on Hunt Club - 350 West Hunt Club Road** Essential Job Duties: - Provide efficient and excellent customer services as it pertains to parts - Receive requests from employees for parts to fix customer vehicles in for servicing - Cost...