Life Insurance Advisor at SISIP (Manitoba)

Life Insurance Advisor at SISIP (Manitoba)

12 Oct
|
Canadian Forces Morale and Welfare Services
|
Manitoba

12 Oct

Canadian Forces Morale and Welfare Services

Manitoba

Advance your career as a Life Insurance Advisor with SISIP Financial, helping Canadian Armed Forces members achieve financial security. This role involves presentations, comprehensive client assessments, and strategic planning.

As a Financial Security Advisor at CFMWS, you’ll develop meaningful relationships with clients and partners within CAF communities across Manitoba. Your focus will be on delivering tailored financial solutions and investment advice, ensuring clients are well-informed and secured financially. You'll engage in business development and marketing efforts while supporting employees’ well-being through effective financial planning.

Key Responsibilities:
• Travel to deliver impactful presentations at Bases/Wings/Units
• Develop business plans for client retention and growth




• Conduct comprehensive client discovery and financial analysis
• Manage investment advice to support financial plans
• Complete insurance needs analysis for member enrollment

Requirements:
• Bachelor’s degree or diploma in Business or related field
• Life License Qualification and insurance license in Manitoba
• Canadian Securities Course and mutual funds registration
• Experience in financial planning and client relationship management
• Robust communication and leadership skills

Leverage your expertise in financial services to empower CAF members and make a significant impact in their lives.
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📌 Life Insurance Advisor at SISIP (Manitoba)
🏢 Canadian Forces Morale and Welfare Services
📍 Manitoba

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