Drive financial success as an Insurance Advisor Specialist with CI Financial. Use your expertise to provide tailored insurance solutions and support high-net-worth clients.

As an Insurance Advisor Specialist at CI Financial, you'll engage with CI Wealth and Assante advisors to assess diverse insurance needs. With a focus on high-quality planning and client relationships, you’ll handle the full insurance sales process, from needs analysis to policy delivery. Your role will significantly contribute to comprehensive client wealth and estate planning efforts.

Key Responsibilities:
• Conduct discovery sessions to assess insurance needs
• Manage the complete insurance sales cycle efficiently
• Present aligned insurance recommendations during client meetings




• Foster cooperative relationships with financial advisors
• Maintain accurate documentation and case progress

Requirements:
• At least 5 years in insurance sales with solid production
• Provincial life insurance license in Ontario required
• Demonstrated ability to engage clients and close sales
• Expertise in communications and relationship management
• Ability to travel for advisory meetings and networking

Enhance your career while empowering clients to secure their financial futures at CI Financial.
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📌 Insurance Advisor Specialist Role at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario