Investment Funds/Life Insurance Advisor - Shilo, Manitoba

SISIP Financial offers a full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families.. 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, members at the center of everything we do.

The Role

The Investment Funds and Life Insurance Advisor 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 will monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.

You will 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 will travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. The advisor develops 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.

Qualifications

• Bachelor’s degree or College diploma in Business Administration, Commerce,
• Economics, or a related field
• Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
• Life License Qualification Program (LLQP) and Life Insurance license (Manitoba) or in progress
• Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP) or in progress, an asset
• Chartered Life Underwriter (CLU) or in progress, an asset

Responsibilities

• Develop 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.
• Monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.
• 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.
• 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.

Job Type: Full-time

Pay: $84,000.00-$99,000.00 per year

Benefits:

• Company pension
• Dental care
• Extended health care
• Life insurance

Work Location: In person