Life Insurance and Investment Advisor Role (Shilo)

Join SISIP as a Life Insurance and Investment Advisor focused on enhancing financial security for clients in Manitoba. Develop relationships with CAF members and deliver impactful presentations. In this pivotal role, you'll build and manage strategies that ensure effective financial planning for existing clients. By collaborating with management, you'll address client needs with tailored solutions and comprehensive advice. Fostering solid relationships is essential for both client retention and growth. Key Responsibilities: • Deliver presentations to Base/Wing/Units for client engagement • Develop and manage personalized business plans • Conduct detailed client evaluations and financial planning • Offer investment guidance to align with clients' strategies • Carry out Insurance Needs Analysis and suggest appropriate products Requirements: • College diploma or Bachelor’s degree in Business or related field • LLQP and life insurance license in Manitoba • Completion of the Canadian Securities Course (CSC) • Certified Financial Planner® (CFP) credential preferred • Experience in building financial plans and client relationships Help clients navigate their financial journeys while fostering partnerships that create lasting impact in Manitoba. Apply on Kit Job: kitjob.ca/job/2o35lv