Become an Investment Funds and Life Insurance Advisor with CFMWS, providing tailored financial services to Canadian Armed Forces members. This role emphasizes client retention through personalized financial planning.As part of the SISIP Financial division, you will craft individual business strategies to maintain enduring relationships with clients. Your duties include understanding client needs and providing sound investment advice while promoting financial security through insurance products. This involves engaging with clients directly and frequent travel to military locations.Key Responsibilities:
Build strategic business plans for client engagement
Perform in-depth assessments to identify client needs




Deliver engaging presentations to military personnel
Maintain compliance in investment management practices
Provide ongoing support for clients' financial strategiesRequirements:
Bachelor’s degree in a related field
Valid life insurance license and LLQP qualification
Experience in financial services and client management
Skills in communication and teamwork
Ability to work in office and travelEmpower CAF members to achieve financial success through expert advice and dedicated support at CFMWS.#J-18808-Ljbffr

📌 Investment Funds And Life Insurance Advisor London
🏢 Unit
📍 London