Advisory Practice Specialist - Insurance-EN

Kibbi Technologies Inc.; Ottawa; Hybrid; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Flexible work options

Pension plan

Professional development

LinkedIn Learning access

Second language training

CF One discounts

Job summary

Canadian Forces Morale and Welfare Services (CFMWS) is seeking an Advisory Practice Specialist, Insurance, in Ottawa to help develop insurance strategies and communications for clients and advisors. You will mentor advisors in insurance solutions and collaborate on training initiatives to drive growth and service excellence.

The role is based in Ottawa with flexible work options and supports SISIP Financial, focusing on client experience and compliance across the national office.

Qualifications

• Bachelor’s degree and experience in Life Insurance Services.
• College diploma or certificate with several years in Life Insurance Services.
• LLQP and Ontario life license required; CLU adds value.

Responsibilities

• Assist with development of insurance practice strategies, plans and communications.
• Provide guidance, coaching and mentoring to advisors on insurance solutions.
• Collaborate to develop training strategies and address training needs.
• Support enhancement of processes and service standards.

Skills

Bilingual (English and French)

Advanced Reading

Advanced Writing

Advanced Oral

Education

Bachelor’s degree in Business Administration, Commerce, Economics or related field

College diploma or certificate in Business Administration, Commerce, Economics or related field

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

Chartered Life Underwriter (CLU) asset

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.

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
• 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.

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.

Ontario