Investment Funds and Life Insurance Advisor

Become an Investment Funds and Life Insurance Advisor with CFMWS, providing tailored financial services to Canadian Armed Forces members. This role emphasizes client retention through personalized financial planning.

As part of the SISIP Financial division, you will craft individual business strategies to maintain enduring relationships with clients. Your duties include understanding client needs and providing sound investment advice while promoting financial security through insurance products. This involves engaging with clients directly and frequent travel to military locations.

Key Responsibilities:

• Build strategic business plans for client engagement

• Perform in-depth assessments to identify client needs

• Deliver engaging presentations to military personnel

• Maintain compliance in investment management practices

• Provide ongoing support for clients' financial strategies

Requirements:

• Bachelor’s degree in a related field

• Valid life insurance license and LLQP qualification

• Experience in financial services and client management

• Skills in communication and teamwork

• Ability to work on-site and travel

Empower CAF members to achieve financial success through expert advice and dedicated support at CFMWS.
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