Join CI Wealth as an Insurance Advisor Specialist and leverage your financial expertise to enhance client service and insurance strategy development. You will advise CI Wealth and Assante advisors on sophisticated insurance needs for high-net-worth clients.

This position requires solid skills in life insurance sales and a robust understanding of estate and business planning. With over 5 years of experience, you will play a pivotal role in delivering comprehensive insurance solutions and support holistic financial planning. Your work will focus on maintaining advisor relationships and driving growth through tailored insurance services.

Key Responsibilities:
• Conduct client insurance needs assessments with advisors
• Develop and present customized insurance recommendations




• Oversee all phases of the insurance sales cycle
• Collaborate with advisors on case progress and next steps
• Assist with complex insurance planning and execution

Requirements:
• 5+ years in active life insurance sales
• Licensed in Ontario; additional provinces preferred
• Expertise in needs analysis and product positioning
• Proven success in building advisor relationships
• Ability to travel for regional meetings

Bring your skills in insurance and client engagement to support CI Wealth and deliver high-quality advice and service.
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📌 Insurance Advisor Specialist at CI Wealth (Ontario)
🏢 CI Financial
📍 Ontario