At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on cutting-edge products and projects, and where employees are supported and engaged in doing so. We are currently recruiting for a Wealth Planning Analyst to join our Wealth Planning Group. The wealth planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well‑being by providing Financial, Tax and Estate Planning services. In this role, the successful candidate will develop valued relationships with our advisors by providing financial, tax and retirement planning solutions in a non‑commission environment. You will assist advisors with both prospective and existing clients through the coordination and preparation of various wealth planning deliverables.
WHAT YOU WILL DO Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables
Communicate with Regional Wealth Planners, Financial Advisors, and their respective assistants in situations where additional information or clarification is required
Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software
Analyze the results obtained in the various analyses noted above in order to draft Wealth Plans and other deliverables for Assante Private client and others




Conduct research on various financial and insurance matters as required
Ensure that various software applications properly apply financial planning concepts on a consistent basis
Participate in in‑house seminars and training for company's employees
Undertake an ongoing program of education and professional development in accordance with the Company's policies as published from time to time
Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients
WHAT YOU WILL BRING Written and oral proficiency in English
2 years’ experience with financial planning including the use of financial planning software such as Naviplan, Snap Projections or Conquest
Enrollment in or successful completion of the IQPF/CFP designation
Good Microsoft Office suite skills
High degree of accuracy, attention to detail and strong analytical skills
Ability to work effectively and efficiently in a fast‑paced environment
Good communication and presentation skills
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors.



We are driven by a commitment to provide individuals and institutions with the highest‑quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast‑paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave
Top‑up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call (phone hidden) ext. 4747.
CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest‑quality investments and advice.

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📌 Wealth Planning Analyst (Manitoba)
🏢 CI Investments
📍 Manitoba