Elevate financial security for Canadian Armed Forces families as a Financial Advisor with CFMWS. Focus on investment and life insurance solutions in this in office role.

This position within SISIP Financial involves developing personalized business plans aimed at enhancing client financial security. Your primary responsibility is to manage relationships, conduct needs analysis, and provide investment strategies. You will engage directly with clients through presentations and site visits to military bases, supporting their financial health.

Key Responsibilities:
• Develop tailored strategies for client retention
• Conduct detailed financial assessments and analysis
• Present financial information to military bases




• Monitor investment portfolios for compliance
• Guide clients in insurance and investment decisions

Requirements:
• Bachelor’s degree or college diploma in relevant fields
• Current life insurance license (Ontario) required
• Experience in financial advising and presentations
• Proven ability to foster client relationships
• Skilled in communication and organizational tasks

Make a significant impact on financial planning for the CAF community with CFMWS as a Financial Advisor.
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📌 CFMWS Financial Advisor Role (Ontario)
🏢 Unit
📍 Ontario