Unit Corporation
Financial Security Advisor at CFMWS
Job Description
Enhance the financial health of Canadian Armed Forces members as a Financial Security Advisor with CFMWS. This role involves developing personal business plans and providing tailored financial advice.
In this full-time position, you'll manage client relationships and facilitate financial security for CAF members and their families. You'll leverage your background in financial planning, investment advice, and client management to deliver impactful presentations at various bases. Your key responsibility will be to support clients in achieving their financial goals through tailored solutions while adhering to SISIP’s business practices.
Key Responsibilities:
• Deliver presentations at Canadian Armed Forces bases
• Manage and develop client relationships effectively
• Implement personalized financial action plans for clients
• Analyze client needs and provide investment advice
• Complete insurance needs assessments for clients
Requirements:
• Bachelor’s degree in...
In this full-time position, you'll manage client relationships and facilitate financial security for CAF members and their families. You'll leverage your background in financial planning, investment advice, and client management to deliver impactful presentations at various bases. Your key responsibility will be to support clients in achieving their financial goals through tailored solutions while adhering to SISIP’s business practices.
Key Responsibilities:
• Deliver presentations at Canadian Armed Forces bases
• Manage and develop client relationships effectively
• Implement personalized financial action plans for clients
• Analyze client needs and provide investment advice
• Complete insurance needs assessments for clients
Requirements:
• Bachelor’s degree in...