Financial Security Advisor, Life Insurance/Investment Funds

SISIP Financial; CFB Shilo; On-site; CAD 70,000 - 100,000; Full time

Job summary

SISIP Financial's Financial Security Advisor, Life Insurance and Investment Funds develops a personal business plan to ensure effective management of existing client and partner relationships with CAF members. You travel to bases to deliver presentations and deepen relationships while developing strategies with management in assigned territories.

You will build client growth plans, conduct discovery, and provide investment advice and insurance solutions aligned with clients' goals and regulatory

Qualifications

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

Responsibilities

• Travel to Base/Wing/Unit to deliver presentations and deepen partner relationships for CAF members.
• Develop and implement a business plan with strategies, activities and goals for client growth and COI development.
• Conduct comprehensive client discovery to understand goals, needs and financial situation.
• Provide investment advice and monitor portfolios in line with the Financial Plan.
• Perform Insurance Needs Analysis and enroll members in suitable insurance solutions.

Skills

Financial planning

Investment services

Client relationships

Presentations

Investment advice

Life and disability insurance

Education

CFP

CLU

College

LLQP

PFP

University Degree

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 SISIP’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 SISIP’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.

Education Required

CFP
CLU
College
CSC
Exp. equivalent to University/College
LLQP
PFP
Post Secondary Education
University Degree