Financial Security Advisor, Life Insurance - Ottawa, Canada - CFMWS
Description
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 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 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 (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, Skills and Abilities
Client focus, organizational knowledge, communication, innovation, teamwork and leadership.
OTHER INFORMATION Language Requirement**:
Bilingual Essential (French and English)
Reading:
Functional
Writing:
Functional
Oral:
Advanced
Start Date: 06 May 2024
This is an on-site position.
Relocation benefits will not be provided.
Salary plus Employee Performance Plan.
The selection process will be done virtually and/or in person.
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, 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.
INCLUSION AND ACCOMMODATION
Job Reference:
CFMWS10348
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