Advisory Practice Specialist - Insurance

Advisory Practice Specialist - Insurance-EN

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, family support and charity events.

Our success stems from living our values.

SISIP FINANCIAL

A full suite of financial solutions tailored to the realities of 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 commission‑free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces community to benefit members and their families.

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.

• 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 service 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.

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
• In change management, an asset

Competencies

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

Skills and Abilities

Language Requirement: Bilingual (English and French)…