Advisory Practice Specialist at CFMWS (Ottawa)

Advisory Practice Specialist at CFMWS (Ottawa)

13 Sep
|
Kibbi Technologies
|
Ottawa

13 Sep

Kibbi Technologies

Ottawa

Elevate your career with CFMWS as an Advisory Practice Specialist in Insurance, based in Ottawa. Drive client satisfaction and advisor success through strategic insurance solutions. In this role, you will develop and implement strategies for insurance practice while providing mentorship to advisors in financial advice.

Your expertise will enhance the overall client experience, ensuring growth and profitability. This position emphasizes teamwork and innovation, making it a key player in achieving business objectives within SISIP Financial. Key Responsibilities:

- Develop insurance practice strategies and effective communication plans.
- Mentor advisors in providing sound financial advice.
- Collaborate with stakeholders to identify training needs.




- Enhance service delivery standards and client experiences.
- Manage surveys to gauge service awareness and satisfaction. Requirements:
- Bilingual in English and French.
- Bachelor’s or college diploma in a related field.
- Experience in life insurance services.
- Life License Qualification Program (LLQP) and provincial license mandatory.
- Proven skills in financial planning and relationship management. Utilize your expertise in life insurance and client relations to support the mission of CFMWS and make a meaningful impact.

📌 Advisory Practice Specialist at CFMWS (Ottawa)
🏢 Kibbi Technologies
📍 Ottawa

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