CI Financial Corp.
CI Financial is seeking a Business Development & Enablement Specialist to strengthen advisor relationships and grow insurance activity across an assigned network of independent advisors and branches. The role combines proactive business development with practical insurance expertise to help advisors identify opportunities, prepare for client conversations, and move cases forward. This position offers the opportunity to shape an evolving advisor-enablement model with a clear focus on relationship development and insurance growth.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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CI Financial Corp. didn’t post a salary, so this is our estimate from similar listings.