Join CI Financial as a Wealth Planning Analyst and help shape financial futures. Provide tailored financial, tax, and estate planning solutions to high net worth clients while fostering valued relationships.

In this rewarding role within the Wealth Planning Group, your primary focus will be to assist Financial Advisors by preparing detailed Wealth Plans and conducting various financial analyses. You will maintain professional communication with stakeholders while ensuring that financial concepts are applied accurately using specialized software. Personal and qualified growth through education is highly encouraged at CI.

Key Responsibilities:



• Review and analyze client financial data thoroughly • Coordinate with Wealth Planners for comprehensive planning • Prepare analyses and draft Wealth Plans according to findings • Research financial and insurance matters as needed • Participate in ongoing training for skill enhancement

Requirements: • 2 years’ experience in financial planning roles • Knowledge of financial planning software • Pursuing or completed IQPF/CFP designation • Strong Microsoft Office proficiency • Detail-oriented with effective communication skills

Bring your analytical acumen and customer-focused service to CI Financial, where your contributions will directly impact clients' wealth management success. #J-18808-Ljbffr

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