Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio and wealth management solutions exclusively through a national network of financial advisors affiliated with CI Assante Wealth Management. We operate under the brand CI Assante Private Client. CI Private Counsel is part of CI Financial, a diverse group of financial services firms with approximately $741 billion in total assets at March 31, 2026. For more information, please visit www.assante.com.

We consider this position internally to be a Regional Wealth Planner, however, you may be used to an industry title such as Financial Planner or Wealth Planner.

Job Overview
We are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial Advisors and our mutual clients, facilitating the production of various Wealth Planning reports covering financial planning, risk management, tax strategies, philanthropy and estate planning, through our centralized Wealth Planning Group. Those who may find this role appealing would include a financial advisor who prefers planning over selling or an accountant who prefers planning over compliance.

Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families; you will take a holistic approach to identify client needs and proactive planning opportunities.

This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of financial planners, estate planning specialists, tax specialists, investment counselors, and insurance specialists.

What You Will Do





Build and strengthen relationships with advisors to ensure their satisfaction with the Wealth Planning services provided

Meet with advisors and clients/prospects to assess the level of wealth planning support appropriate for each situation

Meet with and collect data from advisors, clients and client’s accountants and lawyers for the preparation of various wealth planning reports. Clients who receive Wealth Planning support are successful business owners / high net worth families with in excess of $1 million invested with us

Organise the data, complete wealth planning questionnaires in collaboration with field team associates, and work with our central Wealth Planning Group, where the reports are prepared in Conquest. The Financial Planner then presents each report to the client and advisor, along with the support of the tax accountants and lawyers on the field team, on more complex files.

Manage and track file process and implementation by accounting and legal firms

From time to time, may develop and deliver educational seminars to advisors related to Wealth Planning as well as respond to various questions on wealth planning strategies

What You Will Bring

University degree in business or related discipline, or equivalent experience is required

A CFP® designation is required

Experience in a client or advisor facing role in a Financial Services or a Professional Services firm

Experience with planning for business owners is an asset

Knowledge of wealth planning concepts – financial analysis, insurance needs analysis, tax and financial strategies, and estate planning is an asset

Strong verbal and written communication

Robust organizational, analytical skills and attention to details

Demonstrated excellence in client service

Ability to understand and interpret financial/investment issues related to financial planning, tax and estate planning as well as financial statements and tax returns

Ability to work independently and as part of a national team

Experience with Microsoft Office

Experience with Financial Planning Software is an asset





WORKING CONDITIONS

Some same day travel throughout the Lower Mainland with the occasional overnight in other parts of BC. There is flexibility when booking these in person meetings.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Un environnement propice à la réussite
Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.

CE QUE NOUS OFFRONS

Siège social moderne situé à distance de marche d’Union Station

Remboursement de la formation

Désignations professionnelles payées

Régime d’épargne des employés (REE)

Programme de rabais d’entreprise

Avantages sociaux collectifs améliorés

Programme de complément de congé parental

Congés payés pour activités bénévoles

CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offre un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse [email protected], ou appelez le (phone hidden), poste 4747.

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📌 Financial Planner (British Columbia)
🏢 CI Financial
📍 British Columbia