CI Investments Inc. is seeking a Financial Planner to join the Wealth Planning team. The role focuses on holistically addressing client needs and collaborating with advisors, field teams and professionals to produce comprehensive wealth planning reports.
You will present these reports to clients and advisors, coordinate with tax accountants and lawyers, and occasionally deliver educational seminars on wealth planning topics. A CFP designation and solid client service are essential.
📌 Regional Wealth Planner | CFP, Holistic Planning Leader (Vancouver)
🏢 CI Investments
📍 Vancouver
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