Financial Security Advisor, Life Insurance/Investment Funds

CFMWS – WHERE PURPOSE MEETS PASSION!

At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.

Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.

As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

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 and Investment Funds 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.

QUALIFICATIONS

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 (Manitoba)
• Canadian Securities Course (CSC) and Registered to sell Mutual Funds (MFDA/AMF)
• Certified Financial Planner® (CFP) or Personal Financial Planner® (PFP)
• Chartered Life Underwriter (CLU)

Experience

• In the provision of financial planning and investment services
• In building relationships with clients
• In organizing and delivering presentations
• In providing investment advice
• In preparing written financial plans
• In the provision of life and disability insurance services

Competencies

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

RESPONSIBILITIES

Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.

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 the assigned territories, in accordance with SISIP’s business planning practices and standards.

Develop 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 of revision of the Plan.

Manage provision of investment advice to support the client’s Financial Plan and strategy, including regular monitoring of client investment portfolios, and adherence to best practices and regulatory requirements.

Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.

OTHER INFORMATION

Language Requirement: English Essential

Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: As soon as possible

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.

Salary plus Employee Performance Plan.

The selection process will be done virtually.

BENEFITS AVAILABLE

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance.

Work Life Balance: Flexible work options and 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.

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