Financial Security Advisor, Life Insurance (Ontario)

Financial Security Advisor, Life Insurance (Ontario)

24 Oct
|
CFMWS
|
Ontario

24 Oct

CFMWS

Ontario

WHO WE ARE

The Canadian Forces Morale and Welfare Services’ (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.

SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.

THE ROLE

As a Financial Security Advisor, Life Insurance, you will be part of an integral part of the Department of National Defence, through the Canadian Forces Morale and Welfare Services, SISIP Financial Division.

You will have opportunities to securing financial health and security for Canadian Armed Force members and their families.

The Financial Security

Advisor, Life Insurance provides expert counsel covering insurance and education for the wellness of our clients, recommend insurance strategies in line with their lifestyle needs and risk tolerances, and seek out innovative and effective means to carry out these goals, while providing an exceptional member experience throughout their military career and beyond.

QUALIFICATIONS NEEDED

Education, Certifications and Licenses

- Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field

AND
- Life License Qualification Program (LLQP) and life insurance license (ON)
- Canadian Securities Course (CSC) or Chartered Investment Manager (CIM), an asset
- Chartered Life Underwriter (CLU), an asset

Experience

- In the provision of life and disability insurance services
- In organizing and delivering presentations

Knowledge:





- Of life and disability insurance
- Of government sponsored benefit and compensation packages, an asset
- Of Income Tax Act as it relates to insurance perks
- Of the Organization and procedures of the Canadian Armed Forces (CAF), an asset
- Of CAF compensation packages, an asset

Competencies, Skills and Abilities

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

LANGUAGE REQUIREMENTS

Bilingual Essential

Reading: Functional

Writing: Functional

Oral: Advanced

BENEFITS AVAILABLE

Health Benefits: Drug coverage, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning: A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CFAppreciation.

OTHER INFORMATION

RELOCATION:

- Relocation benefits will not be provided

SALARY:

- $72,370 - $85,170 annually plus an annual Employee Incentive Plan

LOCATION:

- This position works out of 220 Laurier Av. West, Suite 200, Ottawa, ON; however due to COVID-19, health and safety considerations are being taken and this position may be asked to remote/tele-work temporarily.

- The selection process will be done virtually.

- Office parking is available at a cost; Public transportation is available.

START DATE

February 2022

INCLUSION AND ACCOMMODATION

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of the communities in which we live. Accommodations are available to all candidates identifying a need during all or any parts of the selection process.

📌 Financial Security Advisor, Life Insurance (Ontario)
🏢 CFMWS
📍 Ontario

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