Join SISIP as a Life Insurance and Investment Advisor and empower Canadian Armed Forces members with tailored financial solutions. This on-site position focuses on fostering client relationships and delivering exceptional financial planning services.
In this role, you will monitor client activities and ensure comprehensive financial guidance. You will develop marketing strategies and work collaboratively to maintain and grow client portfolios across multiple territories. Engaging with clients to understand their goals, you’ll provide critical investment advice and insurance solutions to enhance their financial security.
Key Responsibilities:
• Present financial solutions at Base/Wing/Unit locations
• Build and execute strategic business plans
• Assess client needs and develop actionable financial plans
• Oversee ongoing management of client investment advice
• Conduct insurance needs analyses to determine solutions
Requirements:
• College diploma or bachelor'...