07 Sep
|
CI Financial
|
Vancouver
07 Sep
CI Financial
Vancouver
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 prospects.
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📌 Senior Wealth Planner Cfp® Client Focused Growth Vancouver
🏢 CI Financial
📍 Vancouver