Shilo, Mb Financial advisor Jobs – 4 Openings This Week

Investment Funds/Life Insurance Advisor - Shilo, Manitoba
People Exchange —Shilo, MB
- $84,000–$99,000 a year
- Full-time
- Bachelor's
- Accounting
- Business
- Dental care
- Life insurance
Quick apply
CA Financial Advisor
Edward Jones —Brandon, MB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Personal Banker
BMO Financial Group —Brandon, MB
- $36,600–$67,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
6d
Financial Advisor - Brandon, MB
Scotiabank —Brandon, MB
- Sales
3d

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financial advisor jobs near shilo, mb

Investment Funds/Life Insurance Advisor - Shilo, Manitoba

People Exchange -
Shilo, MB

Quick apply

Job details

Full-time
$84,000–$99,000 a year

Qualifications

CFP
Bachelor's
Accounting
CSC
College diploma
Business

Full job description

SISIP Financial offers a full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families.. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, members at the center of everything we do.

The Role

The Investment Funds and Life Insurance Advisor develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. You will monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.

You will develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories. You will travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. The advisor develops a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with SISIP's business planning and practices and standards.

Qualifications

Bachelor’s degree or College diploma in Business Administration, Commerce,
Economics, or a related field
Canadian Securities Course (CSC) AND Registered to sell Mutual Funds (MFDA/AMF)
Life License Qualification Program (LLQP) and Life Insurance license (Manitoba) or in progress
Certified Financial Planner® (CFP) OR Personal Financial Planner® (PFP) or in progress, an asset
Chartered Life Underwriter (CLU) or in progress, an asset

Responsibilities

Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health.
Monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements.
Develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.
Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships
and develop and retain client relationships with CAF members.
Develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.

Job Type: Full-time

Pay: $84,000.00-$99,000.00 per year

Benefits:

Company pension
Dental care
Extended health care
Life insurance

Work Location: In person

Quick apply

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financial advisor jobs in shilo, mb

Investment Funds/Life Insurance Advisor - Shilo, Manitoba

CA Financial Advisor

Personal Banker

Financial Advisor - Brandon, MB

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