Financial Security Advisor, Life Insurance - Ottawa, Canada - CFMWS

CFMWS

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

WHO WE ARE

The Canadian Forces Morale and Welfare Services' (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services.

We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.

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 NEEDED Education, Certifications and Licenses**- College diploma in Business Administration, Commerce, Economics, or a related field

AND

Life License Qualification Program (LLQP) and life insurance license (Province)
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.

LANGUAGE REQUIREMENTS
Bilingual essential

Reading:
Functional

Writing:
Functional

Oral:
Advanced

BENEFITS AVAILABLE

Health Benefits:
Drug coverage, 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 Program.

OTHER INFORMATION

SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals.

SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.