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Financial Security Advisor, Life Insurance

Canadian Forces Morale and Welfare Services - CFMWS

This is a Contract position in Kingston, ON posted August 4, 2022.


The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.


The Financial Security Advisor, Life Insurance provides trusted advice to clients who are active or former CAF members and/or their families. As a trusted Advisor to our client community, you will provide expert counsel covering insurance and education for the wellness of our clients.

The Financial Security Advisor, Life Insurance analyzes clients’ needs, sets goals and develops a financial security strategy in collaboration with the individual client and their families. The Financial Security Advisor, Life Insurance helps clients to achieve their financial goals by recommending insurance strategies in line with their lifestyle needs and risk tolerances.


Education, Certifications and Licenses

  • Bachelor’s degree or College diploma in Business Administration, Commerce, Economics, or a related field


  • Life License Qualification Program (LLQP) and life insurance license (ON)
  • Canadian Securities Course (CSC) or Chartered Investment Manager (CIM), an asset
  • Chartered Life Underwriter (CLU), an asset


  • In the provision of life and disability insurance services
  • In organizing and delivering presentations

Competencies, Skills and Abilities

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


English Essential, Bilingual an asset

Reading: Functional

Writing: Functional

Oral: Advanced


Health Benefits: Drug coverage, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning: A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CFAppreciation.


SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.

  • This is an on-site position.
  • Relocation benefits will not be provided.
  • This position is eligible for an annual Employee Incentive Plan.
  • The selection process will be done virtually.


6 September 2022


CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of the communities in which we live. Accommodations are available to all candidates identifying a need during all or any parts of the selection process.


Salary: 74830-88070