Financial Security Advisor, Life Insurance/Investment Funds

InsuranceWorks.ca; CFB Shilo; On-site; CAD 55,000 - 75,000; Full time

Job summary

InsuranceWorks.ca seeks a Financial Security Advisor to manage CAF member relationships, deliver presentations, and develop strategic business plans for growth and partner development. You will monitor client activity, gather data, and craft recommendations to secure financial security and health outcomes.

Responsibilities include providing investment guidance, regular portfolio monitoring, and insurance needs analyses to align with client goals and regulatory standards.

Qualifications

• Experience in financial planning and investment services.
• Proven ability to build and maintain client relationships.
• Experience organizing and delivering presentations.
• Experience providing investment advice and written financial plans.
• Experience with life and disability insurance services.

Responsibilities

• Travel to Base/Wing/Unit to deliver presentations and deepen client relationships with CAF members.
• Develop a business plan and strategies addressing client growth, retention, and COI development with management.
• Understand client goals and financial situation through discovery, data gathering and analysis.
• Provide investment advice aligned with the client’s Financial Plan and monitor portfolios.
• Complete Insurance Needs Analysis and recommend insurance solutions.

Skills

Financial planning

Client relations

Presentation skills

Investment advice

Insurance products

Job description

The Financial Security Advisor, Life Insurance and Investment Funds develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. You monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. You develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.

You travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. You develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with Our Client's business planning and practices and standards.

Experience

• In the provision of financial planning and investment services
• In building relationships with clients
• In organizing and delivering presentations
• In providing investment advice
• In preparing written financial plans
• In the provision of life and disability insurance services

Responsibilities

• Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.
• Develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with Our Client's business planning practices and standards.
• Develop and deepen understanding of client goals, needs and overall financial situation through comprehensive client discovery, including data gathering and analysis, identification of options, development of recommendations, creation/implementation of financial action plan, and ongoing evaluation of revision of the Plan.
• Manage provision of investment advice to support the client’s Financial Plan and strategy, including regular monitoring of client investment portfolios, and adherence to best practices and regulatory requirements.
• Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.