Job Description

EMPLOYMENT OPPORTUNITY

 

Competition #: HQO-19-008

 

Open to:  This Category II position is open to all interested parties.

 

* * * * * *

Insurance Representative/Investment Funds Advisor

Non-Public Funds

SISIP Financial

Carling Campus – Ottawa

Permanent Full Time Position

 

Who We Are:

CFMWS is committed to enhancing the morale and welfare of the military community, ultimately contributing to the operational readiness and effectiveness of the Canadian Armed Forces (CAF).  We pride ourselves on being part of the Defence Team.  For more information on who we are, please visit us at www.cfmws.com.

 

Job Summary:

Under the direction of the Branch Manager, the Insurance Representative/Investment Advisor analyzes clients' financial records, sets goals and develops a financial strategy.  She/he promotes and provides financial services to current and former Canadian Armed Forces (CAF) members, and their families.  She/he provides information concerning insurance plans, benefits and other policy features.  She/he completes Insurance Needs Analysis, if required, to enrol members in a SISIP Financial product to commensurate with needs.  She/he generates awareness of SISIP Financial, its mission, services, policies and procedures.

 

Qualifications:

Bachelor’s degree in Business Administration, Commerce, Economics, or a related field, AND some years of experience in financial services

OR

College diploma or certificate in Business Administration, Commerce, Economics or a related field, AND several years of experience in financial services

OR

A demonstrated equivalent combination of education, training and/or experience.  This includes but it not limited to demonstrated military education, training or experience

AND

License for the sale of life insurance (Ontario)

License for the sale of mutual funds (Ontario)

Certified Financial Planner (CFP) designation, an asset

Chartered Life Underwriter (CLU), an asset

 

Language requirement:  Bilingual Essential 

Second Official Language Proficiency (English or French)

Reading Comprehension

3

Written expression

2

Oral interaction

3

Level: N/A(No proficiency), 1(Basic), 2(Functional), 3(Advanced), 4(Professional)

 

Experience Requirements:

  • In the provision of financial and investment services
  • In building long term relationships with clients
  • In organizing and delivering presentations to large audiences
  • In the provision of life and disability insurance services
  • In making assessments and referrals to other professionals

 

Benefits Available:

Competitive Benefits including Defined Benefit Pension Plan & Savings plans (TFSA, RRSPs), Educational Assistance, CANEX Privileges.

 

Salary: $65,550 - $77,130 per annum, plus an annual Employee Incentive Plan

 

Relocation: Relocation benefits will not be provided.

 

Security: Reliability Status

 

NPF employees must demonstrate the following shared competencies: client service, organizational knowledge, communication, innovation, teamwork and leadership.

 

Employment Equity: NPF is strongly committed to building a skilled and diverse workforce reflective of Canadian society. Therefore we promote employment equity and encourage candidates to voluntarily self-identify on their application if they are members of a designated group (i.e. a woman, an Aboriginal person, a person with a disability or a visible minority).

 

Start Date: 1 April 2019

 

Posting Date: 28 January 2019

Application Deadline: 23:59 hrs Pacific Time on 8 February 2019

 

Application Submission: Submit resume to NPF HR Office quoting competition # HQO-19.008. Email: recruiting@cfmws.com or online: www.cfmws.com.

 

We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted.

 

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Financial Services
Insurance
Other

Company Type

Other

Languages Required

English
French

Education Required

CFP
CLU
College
Diploma
Exp. equivalent to University/College
Insurance License
Life License
University Degree

Minimum Experience Required

1 to 2 Years

Salary (annually)

from $65,550 to $77,130

Views

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