CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial service firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors.

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 emerging wealth relationships, advisor referrals, and identified planning gaps.

What you will do

Insurance Discovery, Advice, and Sales

- Work with CI Wealth advisors, Assante advisors, and assigned clients to identify insurance and planning needs.
- Lead discovery‑based insurance conversations with advisors and clients to assess protection, estate, business‑owner, succession, liquidity, and wealth‑

📌 Corporate Insurance Specialist (Golden Horseshoe)
🏢 CI Investments
📍 Golden Horseshoe