Financial Security Specialist

3 days ago


Toronto, Ontario, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time
About the Role

We are seeking a highly skilled Financial Security Specialist to join our team at Canadian Forces Morale and Welfare Services - CFMWS. As a key member of our organization, you will play a vital role in helping our clients achieve financial security and stability.

Key Responsibilities
  • Develop and implement personalized business plans to ensure effective management of client relationships and transition clients to a state of financial security and health.
  • Monitor client activity to ensure proper relationship management, preventative follow-up care, and adherence to established service requirements.
  • Collaborate with management to establish strategies, goals, and business development activities, including marketing campaigns, to drive client growth and retention.
  • Travel to nearby bases, wings, and units to deliver presentations, deepen partner relationships, and develop and retain client relationships with Canadian Armed Forces members.
Qualifications

To be successful in this role, you will require:

  • A Bachelor's degree or College diploma in Business Administration, Commerce, Economics, or a related field.
  • Canadian Securities Course (CSC) and Registered to sell Mutual Funds (MFDA/AMF).
  • Life License Qualification Program (LLQP) and life insurance license (Ontario).
  • Certified Financial Planner (CFP) or Personal Financial Planner (PFP), an asset.
  • Chartered Life Underwriter (CLU), an asset.
Experience

You will have:

  • Experience in the provision of financial planning and investment services.
  • Experience in building relationships with clients.
  • Experience in organizing and delivering presentations.
  • Experience in providing investment advice.
  • Experience in preparing written financial plans.
  • Experience in the provision of life and disability insurance services.
Competencies, Skills, and Abilities

You will possess:

  • Client focus.
  • Organizational knowledge.
  • Communication skills.
  • Innovation.
  • Teamwork and leadership skills.
Language Requirement

English is essential, and Bilingual (English and French) is an asset.Benefits

We offer a comprehensive benefits package, including:

  • Health benefits.
  • Work-life balance.
  • Retirement planning.
  • Learning and development opportunities.
  • Perks and discounts.
Inclusion and Accommodation

CFMWS is committed to providing an inclusive, equitable, and accessible environment for all employees. We welcome applications from all qualified candidates who can help us build a diverse and inclusive workforce.



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