Advisor Insurance Growth Specialist

CI Investments Inc.

Golden Horseshoe

On-site

CAD 85,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Financial Corp. in Ontario seeks Business Development & Enablement Specialists to strengthen advisor relationships and grow insurance activity across an assigned network of independent advisors and branches.

This role blends proactive business development with practical insurance expertise, helping advisors identify opportunities and move cases forward. You will coordinate with advanced planning and Corporate Insurance Specialists, participate in branch events and use Salesforce to track

Qualifications

Experience in insurance distribution and advisor support.
Proactive, relationship-driven approach and ability to translate needs into opportunities.

Responsibilities

Build and maintain relationships with assigned advisors, branches and regional teams.
Help advisors identify insurance needs and translate into opportunities.
Conduct case consultations with product guidance and client prep.
Maintain pipeline momentum from opportunity ID to placement with support teams.
Engage senior specialists on complex estate, corporate, and high-net-worth cases.
Collaborate to connect advisors with Corporate Insurance Specialists.