Advisory Practice Specialist - Insurance

Unit Corporation; Ottawa; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Flexible work options

Pension plan

Professional development

LinkedIn Learning

Job summary

Canadian Forces Morale and Welfare Services (CFMWS) seeks an Advisory Practice Specialist, Insurance, to shape insurance practice strategies, guide advisors, and improve client experiences. You will coordinate training needs and help raise service standards across the division.

You will collaborate with stakeholders to implement enhancements, manage surveys, and support policy compliance while contributing to the overall member experience. This Ottawa-based role offers hybrid work options.

Qualifications

• Bachelor's degree or college diploma in business-related field with life insurance experience
• LLQP and provincial life license (Ontario) required
• CLU certification an asset
• Bilingual English and French required
• Experience in developing and evaluating financial services business plans

Responsibilities

• Develop and implement insurance practice strategies to improve client/advisor experience, growth and profitability
• Coach and mentor advisors in insurance solutions
• Collaborate with stakeholders to develop training strategies and identify training needs
• Provide support to enhance service delivery standards and processes
• Manage surveys to analyze awareness, usage and satisfaction of services

Skills

Bilingual English/French

Client relationship

Financial advice

Sales insurance

Mentoring

Education

Bachelor's degree in Business Administration, Commerce, Economics

College diploma in Business Administration, Commerce, Economics

LLQP license

Ontario life license

CLU (asset)

Tools

CRM systems

Job description

CFMWS – WHERE PURPOSE MEETS PASSION!

At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events. Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services. As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

SISIP FINANCIAL

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families. SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

THE ROLE

As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.

The Advisory Practice Specialist, Insurance will collaborate with stakeholders to develop training strategies and solutions and identify training needs. Additionally, you will provide support in the enhancement of processes and services standards, manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.

QUALIFICATIONS

Language Requirement: Bilingual (English and French) Essential

• Reading: Advanced
• Writing: Advanced
• Oral: Advanced

Education, Certifications and Licenses

Bachelor’s degree in Business Administration, Commerce, Economics, or a related field AND some years of experience in Life Insurance Services

OR

College diploma or certificate in Business Administration, Commerce, Economics or a related field AND several years of experience in Life Insurance Services

Life License Qualification Program (LLQP) and provincial life insurance license (Ontario)

Chartered Life Underwriter (CLU), an asset

Experience

In developing, implementing and evaluating financial services business plans and strategies

In developing an integrated financial services client experience

In the provision of life and disability insurance services

In analyzing client behaviours and consumer trends

In analyzing books of business and markets to determine trends and opportunities

In researching and applying compliance requirements

In relationship management and business development

In selling insurance products and services

In providing advice and guidance, mentoring and coaching

In planning, coordinating, managing and controlling the delivery of financial products and services

In conducting compliance, technical, and procedural reviews

In using customer relationship management (CRM) systems

In developing, evaluating and interpreting policies and procedures

Competencies

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

RESPONSIBILITIES

Assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives.

Provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.

Collaborate with stakeholders to develop training strategies and solutions and identify training needs.

Provide support in the enhancement of processes and services standards.

Manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.

Assist with the evaluation and implementation of service delivery standards, approach and strategies to achieve desired member experience.

OTHER INFORMATION

Start Date: As soon as possible

This position is based in Ottawa with flexibility to work from SISIP’s national office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

Salary plus Employee Performance Plan.

BENEFITS AVAILABLE

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance.

Work Life Balance: Flexible work options and 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

Explore all the benefits CFMWS offers by visiting: https://cfmws.ca/Benefits

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 Canadian society. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.