Become a vital part of CI Financial as a Wealth Planning Specialist. Focus on providing exceptional financial, tax, and estate planning services while working closely with elite clients and advisors.

As a Wealth Planning Analyst in CI's dedicated group, you will play a critical role in enhancing the financial well-being of high net worth clients and their families. Collaborate with financial advisors to prepare intricate Wealth Plans and conduct vital analyses with advanced financial planning tools. Continuous professional education is encouraged, ensuring you stay ahead in this dynamic field.

Key Responsibilities:
• Complete thorough reviews of client financial information
• Collaborate with Regional Wealth Planners for data




• Prepare robust financial analyses and reports
• Conduct industry research on financial topics
• Ensure adherence to financial planning software protocols

Requirements:
• At least 2 years in financial planning
• Familiarity with planning software tools
• In progress or completed IQPF/CFP designation
• Excellent Microsoft Office skills
• Robust analytical and communication abilities

Utilize your skills in a fulfilling role at CI Financial, transforming financial plans into realities for esteemed clients.
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📌 CI Financial Wealth Planning Specialist (Manitoba)
🏢 CI Financial
📍 Manitoba