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 thoroughlyCoordinate with Wealth Planners for comprehensive planningPrepare analyses and draft Wealth Plans according to findingsResearch financial and insurance matters as neededParticipate in ongoing training for skill enhancementRequirements:2 years' experience in financial planning rolesKnowledge of financial planning softwarePursuing or completed IQPF/CFP designationStrong Microsoft Office proficiencyDetail-oriented with effective communication skillsBring your analytical acumen and customer-focused service to CI Financial, where your contributions will directly impact clients' wealth management success.

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