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investment advisor - personal finances
Title posted on Jobillico - Investment Funds and Financial Security Advisor, Life Insurance
Posted on December 10, 2024 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>WHO WE ARE</strong><p><span>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.</span></p><strong>SISIP FINANCIAL</strong><p><span>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.</span></p> <p><span>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.</span></p><strong>THE ROLE</strong><p><span>The <span>Investment Funds and</span> Financial Security Advisor, Life Insurance develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. You monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. You develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories. You travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. You develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with SISIP's business planning and practices and standards. </span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>Bachelor?s degree or College diploma in Business Administration, Commerce, Economics, or a related field AND Canadian Securities Course (CSC) </span></p> <p><span>Registered to sell Mutual Funds (MFDA/AMF) </span></p> <p><span>Life License Qualification Program (LLQP) and life insurance license (Quebec)</span></p> <p><span> Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP), an asset</span></p> <p><span> Chartered Life Underwriter (CLU), an asset </span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In the provision of financial planning and investment services </span></p> <p><span>In building relationships with clients </span></p> <p><span>In organizing and delivering presentations </span></p> <p><span>In providing investment advice </span></p> <p><span>In preparing written financial plans </span></p> <p><span>In the provision of life and disability insurance services</span></p> <p><span><strong><span>Competencies</span></strong><span> </span></span></p> <p><span><span>Client </span><span>focus, </span><span>organizational </span><span>knowledge, </spa- LocationAlouette, QC
- Workplace information On site
- Salary$81,520 to $95,940YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14965661
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