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 team-oriented, 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 career 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.
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📌 Wealth Planning Analyst At Ci Financial Winnipeg (Canada)
🏢 CI Financial
📍 Canada