31 Aug
|
CI Financial
|
Toronto
31 Aug
CI Financial
Toronto
At CI, we see a great place to work as one that is a secure place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. As a Corporate Insurance Specialist, you will work directly with CI Wealth advisors, Assante advisors, and assigned client opportunities to identify insurance needs, provide insurance advice, and complete insurance business from discovery through application, placement, and delivery. The role provides access to an established base of CI-owned clients and advisor relationships, with opportunities arising through existing wealth relationships, advisor referrals, and identified planning gaps. You will act as the dedicated insurance specialist within the advisor’s broader client relationship team, focusing on high-quality discovery, advice, conversion, and execution for clients who may have significant assets under management and more sophisticated protection, estate, business, and wealth-
📌 Corporate Insurance Specialist (Toronto)
🏢 CI Financial
📍 Toronto