Become a vital part of CI Financial as a Corporate Insurance Specialist. Leverage over five years of experience to deliver insurance advice and solutions in a cooperative workplace. CI Financial is seeking a seasoned Corporate Insurance Specialist who will work directly with CI Wealth and Assante advisors to fulfill client insurance needs.

This role demands expertise in life insurance, estate planning, and sophisticated wealth-transfer requirements while managing the insurance sales process from inception to delivery. You’ll build robust relationships with advisors and clients to enhance holistic financial planning. Key Responsibilities:
Identify client insurance needs through discovery conversations
Lead the entire insurance sales process from analysis to delivery




Develop insurance recommendations aligned with client goals
Maintain strong partnerships with wealth advisors and clients
Keep case records updated and manage complex cases Requirements:
Minimum 5 years' experience in life insurance sales
Active life insurance license in Ontario; additional preferred
Proven ability to close life insurance business
Solid communication and relationship management skills
Willingness to travel for client meetings and business development Utilize your expertise in insurance sales and planning to significantly impact clients' financial journeys at CI Financial.

📌 Corporate Insurance Specialist At Ci Financial Toronto
🏢 CI Financial
📍 Toronto