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About the Role
Help advisors turn insurance opportunities into meaningful client outcomes by strengthening advisor relationships and growing insurance activity across an assigned network of independent advisors and branches. This role combines proactive business development with practical insurance expertise, assisting advisors in identifying opportunities, preparing for client conversations, and connecting them with specialists when needed. It offers an opportunity to shape an evolving advisor-enablement model focused on relationship development, advisor participation, and insurance growth.
Responsibilities
- Build and maintain relationships with assigned advisors, branches and regional teams through proactive outreach and meaningful engagement.
- Help advisors identify insurance needs within their existing client books and translate those needs into actionable opportunities.
- Conduct case consultations and support straightforward to moderately complex opportunities through product guidance, illustrations and preparation for client discussions.
- Maintain follow-up and pipeline momentum from opportunity identification through application and placement, coordinating with the appropriate support teams.
- Engage the Regional Vice President or Advanced Planning Specialist on complex estate, corporate and high-net-worth cases.
- Develop relationships between advisors and Corporate Insurance Specialists where specialist-led insurance execution would benefit the advisor and client.
- Participate in branch meetings, advisor events, professional development days and regional growth initiatives.
- Use Salesforce to maintain visibility into advisor engagement, opportunities and business results.
Requirements
- Experience in insurance distribution, business development, wholesaling or advisor support, with a proactive, relationship-driven approach.
- Strong knowledge of life insurance, living benefits and insurance planning concepts.
- The ability to engage advisors, recognize opportunities and provide practical guidance that helps move business forward.
- Strong communication, organization and follow-through, with the ability to manage multiple relationships and opportunities.
- Sound judgment in recognizing when advanced planning or specialist support is required.
- Appropriate provincial life insurance licensing, or the ability to obtain it.
- Willingness and ability to travel within your assigned Ontario region.
Skills
- Salesforce
Location
- Ontario North East
- Ontario South West
Work Type
- In-office
Experience Level
- Existing vacancy
Salary/Compensations
- $85,000 to $100,000
- Eligible for participation in a sales incentive plan program
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Since 1965, we have consistently anticipated and responded to the changing needs of investors.
- We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Equal Opportunity
- CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.