Corporate Insurance Specialist

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.

• 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‑transfer needs.
• Develop and present insurance recommendations that align with the client’s broader financial and wealth plan.
• Manage the full insurance sales process, including needs analysis, product selection, illustrations, applications, underwriting requirements, placement, and policy delivery.
• Identify planning triggers such as family protection needs, business‑owner insurance, estate liquidity, policy reviews, term conversions, succession planning, and corporate insurance opportunities.
• Participate in advisor and client meetings where insurance expertise is required.
• Maintain momentum on active opportunities and address barriers that may delay applications, underwriting, placement, or delivery.

• Build productive working relationships with CI Wealth advisors, Assante advisors, branches, and regional teams.
• Serve as the insurance specialist within the advisor’s broader client team while respecting the advisor’s primary wealth relationship.
• Help integrate insurance into broader wealth, estate, business‑owner, and financial planning conversations where a planning gap, protection need, or insurance opportunity is identified.
• Provide practical insurance expertise that helps advisors assess client needs and position insurance appropriately within the broader plan.
• Keep advisors informed of case progress, next steps, insurance recommendations, and relevant client considerations.
• Partner with Insurance Business Development & Enablement Specialists on advisor referrals, opportunity development, and case progression.

• Manage assigned opportunities from initial discovery through application, placement, and delivery.
• Maintain accurate records of client opportunities, meetings, applications, issued cases, revenue, and follow‑up requirements.
• Coordinate illustrations, carrier requirements, underwriting information, applications, and supporting documentation.
• Work closely with Operations on documentation, application processing, underwriting follow‑up, placement requirements, and case workflow.
• Engage carrier resources, within established workflows, for product, illustration, underwriting, and case support.
• Escalate complex estate, corporate, tax, underwriting, or planning matters to Estate Planning and Advanced Planning Specialists.
• Support effective handoffs across advisors, Operations, Estate Planning, carrier partners, and other internal stakeholders.

• Minimum 5 years of active life insurance sales and production experience across multiple insurance solution categories.
• Strong practical knowledge of Canadian life insurance, living benefits, business insurance, estate…