CI Financial seeks a Regional Wealth Planner to support advisors and clients with comprehensive wealth planning—covering financial planning, risk management, tax strategies, philanthropy and estate planning. You will work with field service teams and central planners to deliver customized reports.
The role emphasizes holistic client needs, collaboration with national teams, and a focus on high net-worth families, business owners, and complex files.
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📌 Regional Wealth Planner - Holistic Financial Strategy (British Columbia)
🏢 CI Financial
📍 British Columbia
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