CI Financial is seeking a Wealth Planning Analyst to join our Wealth Planning Group. You will develop valued relationships with advisors by providing financial, tax and retirement planning solutions in a non-commission workplace and assist advisors with client coordination and preparation of wealth planning deliverables.
In this role, you will review client information to prepare comprehensive wealth plans and analyses, collaborate with planners, and ensure planning software applies concepts
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📌 Wealth Planning Analyst: Growth, Training & Impact (Winnipeg)
🏢 CI Financial
📍 Winnipeg
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