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 skilled education is encouraged, ensuring you stay ahead in this energetic 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.

📌 Ci Financial Wealth Planning Specialist Winnipeg
🏢 CI Financial
📍 Winnipeg