Elevate your career with CI Financial as a Wealth Planning Analyst. Engage with high net worth clients by providing expert financial, tax, and estate planning solutions in a collaborative, non-commission setting.

Join the Wealth Planning Group at CI Financial, where you will develop strong relationships with advisors and assist clients in managing their financial well-being. You'll prepare comprehensive Wealth Plans while collaborating with Regional Wealth Planners and Financial Advisors. Engage in ongoing professional development to enhance your skills and participate in in-house seminars for continuous learning.

Key Responsibilities:



• Review client information for comprehensive Wealth Plans • Communicate with advisors for necessary information • Prepare financial analyses using planning software • Draft deliverables based on analysis results • Conduct research on financial and insurance matters

Requirements: • 2 years’ financial planning experience • Proficiency in financial planning software • Enrollment in IQPF/CFP designation • Strong analytical and communication skills • Attention to detail and accuracy

Leverage your financial expertise and analytical skills to shape the future of wealth management at CI Financial. #J-18808-Ljbffr

📌 Wealth Planning Analyst at CI Financial (Winnipeg)
🏢 CI Financial
📍 Winnipeg