Senior Wealth Planner | CFP® | Client-Focused Growth (British Columbia)

Senior Wealth Planner | CFP® | Client-Focused Growth (British Columbia)

03 Sep
|
CI Financial
|
British Columbia

03 Sep

CI Financial

British Columbia

CI Financial, Vancouver-based, is seeking a Financial Planner to join its Wealth Planning team. The senior role focuses on producing wealth planning reports—covering financial planning, risk management, tax strategies, philanthropy and estate planning—through the centralized Wealth Planning Group.
Ideal candidates collaborate with advisors, field teams, and top qualified firms, delivering differentiated client experiences and proactive planning opportunities.

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📌 Senior Wealth Planner | CFP® | Client-Focused Growth (British Columbia)
🏢 CI Financial
📍 British Columbia

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