* * * * * * Insurance Representative/Investment Advisor Corporate Services SISIP Financial Services CFB Esquimalt Permanent Full Time Position

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1 File Number: EMPLOYMENT OPPORTUNITY Competition: # ESQ Open to: This Category II position is open to all interested parties. * * * * * * Insurance Representative/Investment Advisor Corporate Services SISIP Financial Services CFB Esquimalt Permanent Full Time Position Who We Are: Our organization is committed to enhancing the morale and welfare of the military community, ultimately contributing to the operational readiness and effectiveness of the Canadian Armed Forces (CAF). We pride ourselves on being part of the Defence Team. For more information on who we are, please visit us at Job Summary: Under the direction of the Branch Manager the Insurance Representative/Investment Advisor promotes and provides financial services to current and former Canadian Forces (CF) members, and their families. He/She analyzes clients' financial records, sets goals, develops a financial strategy, and provides clients with written plans to address their specific needs in collaboration with the financial planning section. He/She also provides information concerning insurance plans, benefits and other policy features, and generates awareness of SISIP Financial Services, its mission, services, policies and procedures. Qualifications: Bachelor s degree in Business Administration, Commerce, Economics, or a related field, AND some years of experience in financial services OR College diploma or certificate in Business Administration, Commerce, Economics or a related field, AND several years of experience in financial services OR A demonstrated equivalent combination of education, training and/or experience. This includes but it not limited to demonstrated military education, training or experience AND License for the sale of life insurance (BC) License for the sale of mutual funds (BC) Language requirement: English Mandatory Experience Requirements: In the provision of financial and investment services In building long term relationships with clients In organizing and delivering presentations to large audiences In providing investment advice and personal income tax preparation 1

2 In making assessments and referrals to other professionals In using software for word processing, spreadsheets, databases, presentations, and Internet browsing Benefits Available: Competitive Benefits including Extended Health & Dental, Pension & Savings plans (TFSA, RRSPs), Educational Assistance, access to base facilities (fitness facility, Swimming pool, arena), Canex Privileges. Salary: $62,870 - $73,980 per annum For Category II positions: Relocation: Relocation expenses specifically outlined in the NPP Relocation Directive may be approved for full-time employees who require relocating to a new location. Conditions of Employment: NPP Financial Certification courses Travel required Security: Enhanced Reliability NPF employees must demonstrate the following shared competencies: client service, organizational knowledge, communication, innovation, teamwork and leadership. NPF is committed to employment equity. Our goal is a diverse, inclusive workforce that reflects the communities we serve. We strongly encourage applications from all of the designated group members. Individuals needing employment accommodation in the hiring process or job postings in an alternative format may contact the NPF Human Resources Manager. Start Date: as soon as possible Posting Date: 16 March 2015 Application Deadline: 23:59 hrs Pacific Time on 27 March 2015 Application Submission: Submit resume to NPF HR Office quoting competition # ESQ NPFHREsquimalt@cfmws.com or online: We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted. 2

3 Insurance Representative/Investment Advisor NOC 1114 CAT II Qualifications Bachelor s degree in Business Administration, Commerce, Economics, or a related field, AND some years of experience in financial services OR College diploma or certificate in Business Administration, Commerce, Economics or a related field, AND several years of experience in financial services OR A demonstrated equivalent combination of education, training and/or experience. This includes but it not limited to demonstrated military education, training or experience AND License for the sale of life insurance (Province) License for the sale of mutual funds (Province) Knowledge Of personal money management, risk management, taxation, retirement planning and cash flow planning Of mutual funds and other investments Of the securities regulations for the applicable province as they apply to the sale and redemption of mutual funds Of life and disability insurance Of the Pension Act and Canada Pension Plan Of the organization and procedures of the Canadian Forces (CF), and of the CF compensation packages, an asset Experience In the provision of financial and investment services In building long term relationships with clients In organizing and delivering presentations to large audiences In providing investment advice and personal income tax preparation In making assessments and referrals to other professionals In using software for word processing, spreadsheets, databases, presentations, and Internet browsing Core Characteristics Team Player Provide support with ideas and resources to other colleagues in accomplishing strategic goals and mission. Customer Focus Ensure the development and delivery of services in the strategic business plan are customer focused. Identify barriers to providing excellent customer service and design work processes and systems that are responsive to customer needs and expectations. Updates: 11 February /6

4 Positive Attitude Exhibit interest and enthusiasm by demonstrating initiative and dependability. Respond to new or changing situations with creative problem solving and learning from non-successes. Excellence Continuously identify, recommend, and implement new opportunities for best practices and models. Stay current of changes in said field of expertise and use the knowledge to improve work processes. Competence Take an active role in self-development by setting career goals and identifying development opportunities. Responsibilities Analyze clients' financial records, set goals and develop a financial strategy. Promote and provide financial services to current and former Canadian Forces (CF) members, and their families. Provide information concerning insurance plans, benefits and other policy features. Complete Insurance Needs Analysis, if required, to enrol members in a SISIP Financial Services product to commensurate with needs. Generate awareness of SISIP Financial Services, its mission, services, policies and procedures. Conduct individual and group presentations. Provide clients with written plans to address their specific needs in collaboration with the financial planning section. Record contacts, projections, reports and recommendations in the clients file. Provide income tax preparation services in accordance with established procedures. Provide investment advice and facilitate the purchase and redemption of mutual fund. Analyze investment portfolios and risk profiles. Make investment recommendations to clients. Comply with securities regulations. Complete necessary forms. Process sales and redemption orders. Prepare, maintain and submit Activity Reports as required. Develop a referral base in order to make assessments and referrals to other professionals. Apply NPF policies, procedures, regulations, and applicable legislation. Ensure compliance with the Health & Safety Program and may act as a member of a local NPF Committee. Updates: 11 February /6

5 Perform other related duties as assigned by supervisor. Disclaimer This description has been designed to indicate the key responsibilities of the job and the nature of work performed by employees. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and tasks required of employees assigned to this job. I have read and understand the contents of this job description. Employee s Name Employee s Signature Date Supervisor s Name Supervisor s Signature Date Manager s Name Manager s Signature Date Updates: 11 February /6

6 Représentant en assurances et conseiller en placements CNP 1114 CAT II Qualification Baccalauréat en administration des affaires, en commerce, en économie ou dans un domaine connexe ET quelques années d expérience des services financiers OU Diplôme ou certificat collégial en administration des affaires, en commerce, en économie ou dans un domaine connexe ET plusieurs années d expérience des services financiers ET Permis de vente de polices d assurance vie (Province) Permis de vente de fonds communs de placement (Province) Connaissances De la gestion du budget personnel, de la gestion du risque, de la fiscalité, de la planification de retraite et de la planification de la liquidité Des fonds communs de placement et autres placements Des règlements sur les valeurs mobilières de la province pertinente applicables à la vente et au remboursement de fonds communs de placement De l assurance vie et l assurance invalidité De la Loi sur les pensions et du Régime de pensions du Canada De la Loi sur la faillite et l insolvabilité De l organisation et des procédures des Forces canadiennes (FC) ainsi que des régimes de rémunération des FC (atout) Expérience De la prestation de services financiers et de placement De l établissement de rapports à long terme avec des clients De la négociation et des dossiers litigieux De l organisation de présentations à de grands auditoires et de leur prestation De la prestation de conseils en matière de placement et de la préparation de déclarations de revenus personnelles Des évaluations et de l orientation vers d autres professionnels De l utilisation de logiciels de traitement de texte, de tableur, de présentation, de base de données, de courriel et de navigation dans Internet Qualités fondamentales Esprit d équipe Fournit du soutien à ses collègues, au moyen d idées et de ressources, pour les aider à atteindre leurs objectifs stratégiques et à réaliser la mission. Accent sur le client S assure que l élaboration et la prestation des services identifiés dans le plan d activités stratégique sont axées sur le client. Repère les obstacles qui gênent la prestation d un excellent service à la clientèle et conçoit des processus et des systèmes de travail adaptés aux besoins et aux attentes des clients. Mise à jour : 20 août /6

7 Attitude positive Manifeste de l intérêt et de l enthousiasme en faisant preuve d initiative et de fiabilité. Réagit aux nouvelles situations et aux changements au moyen de solutions créatives et en apprenant de ses échecs. Excellence Cherche constamment, recommande et met en œuvre de nouvelles pratiques exemplaires et de nouveaux modèles. Se tient au courant des changements dans son domaine de compétence et utilise ses connaissances pour améliorer les processus de travail. Compétence Joue un rôle actif dans l autoperfectionnement en établissant des objectifs de carrière et en trouvant des possibilités de perfectionnement. Responsabilités Analyser les données financières des clients, fixer des objectifs et établir une stratégie financière. Faire la promotion et offrir des services financiers auprès des membres actifs et libérés des FC et de leur famille. Donner des renseignements sur les régimes d assurance, les prestations d assurance et autres caractéristiques de la police. Effectuer l analyse des besoins en assurance, s il y a lieu, pour vendre aux militaires un produit des Services financiers du RARM (SF RARM) correspondant à leurs besoins. Faire connaître les SF RARM, leur mission, leurs services, leurs politiques et leurs procédures. Faire des présentations individuelles et de groupe. Fournir aux clients des plans écrits afin de répondre à leurs besoins précis en collaboration avec la Section de la planification financière. Consigner les contacts, les projections, les rapports et les recommandations dans le dossier des clients. Fournir des services de préparation de la déclaration de revenus conformément aux procédures établies. Prodiguer des conseils en matière de placement et faciliter l achat et le remboursement de fonds communs de placement. Analyser les portefeuilles et les profils de risques. Faire des recommandations de placement aux clients. Respecter les règlements sur les valeurs mobilières. Remplir tous les formulaires requis. Traiter les bons d achat et de remboursement. Préparer, mettre à jour et soumettre des rapports d activités au besoin. Mise à jour : 20 août /6

8 Coordonner les programmes régionaux de prêt d autoamélioration et des petites allocations de la Caisse d assistance au personnel des Forces canadiennes. Établir une banque de références en vue de faire des évaluations et de recommander d autres professionnels. Appliquer les politiques, les procédures et les règlements des FNP ainsi que la législation applicable. Veiller au respect du programme de santé et de sécurité et, au besoin, siéger au comité local des FNP à titre de membre. Accomplir d autres tâches connexes assignées par son supérieur. Avertissement La présente description de travail dresse la liste des principales responsabilités du poste et indique la nature du travail de l employé. Elle ne se veut pas un inventaire complet des fonctions et des tâches dont doit s acquitter le titulaire du poste. J ai lu cette description de travail et je comprends son contenu. Nom de l employé Signature de l employé Date Nom du supérieur Signature du supérieur Date Nom du gestionnaire Signature du gestionnaire Date Mise à jour : 20 août /6