Join Canadian Forces Morale and Welfare Services as a Financial Security Advisor specializing in Life Insurance and Investment Funds. This on-site role focuses on building client relationships and providing financial security solutions.

In this vital position at CFMWS, you'll establish a business plan to manage client interactions effectively. You'll engage directly with Canadian Armed Forces members, delivering tailored financial advice and support to transition them to financial health. This role requires frequent travel to bases, presenting valuable information to deepen client relationships.

Key Responsibilities:



• Develop and manage client-focused business plans • Conduct comprehensive client discovery and needs assessment • Provide investment advice aligned with financial goals • Deliver presentations at various military bases • Monitor and adjust client investment portfolios

Requirements: • Degree/diploma in Business Administration or related field • LLQP life insurance license (Ontario) • CFP or PFP certification preferred • Experience in financial planning and client relationship management • Robust communication and organizational skills

Support CAF members' financial well-being through effective planning and relationship management as a Financial Security Advisor at CFMWS. #J-18808-Ljbffr

📌 Financial Security Advisor at CFMWS (Winnipeg)
🏢 Unit
📍 Winnipeg