CFMWS – The Financial Security Advisor, Life Insurance and Investment Funds, develops a personal business plan to manage client and partner relationships and transition clients to financial security and health. You’ll travel to bases to present, deepen relationships, and grow the client base in collaboration with management.
You will design strategies, gather client data, and monitor investments. You’ll ensure compliance with service standards and help clients achieve financial goals, while
📌 Financial Security Advisor: Life Insurance & Investments (Winnipeg)
🏢 Unit
📍 Winnipeg