About our client

Willems Wealth Planning Group , a leading practice of CI Assante Wealth Management Ltd., has been helping Canadian families build, manage, and preserve wealth for nearly 40 years. As a second-generation wealth management firm based in Abbotsford, BC, the team is known for delivering highly personalized retirement, tax, estate, and investment planning grounded in evidence-based financial decision-making.

The firm’s philosophy is simple: ask, listen, and solve problems. Clients are typically pre-retirees and retirees with wealth across RRSPs, TFSAs, non-registered accounts, corporations, pensions, and real estate. They come to Willems Wealth Planning Group not just for investment management, but for integrated advice that brings every part of their financial life together.

Led by an experienced team, the practice operates as an ensemble advisory model. Planning, administrative, and operations teams work collaboratively so advisors can focus on delivering exceptional advice and long‑term client relationships.

A unique aspect of the firm is its nationally recognized YouTube channel, which has become a significant source of new client demand. Many clients arrive already familiar with the firm’s retirement and tax‑planning philosophy, creating a steady pipeline of engaged planning clients.

About this opportunity

This is an exceptional prospect for a dynamic professional who enjoys deep technical planning work and meaningful client relationships.

The practice currently has a substantial (two-month) waitlist for fee‑for‑service financial planning engagements and is seeking another Wealth Advisor to help meet growing demand. This role combines:





Supporting a select group of existing ongoing wealth‑management clients, and

Building and delivering customized fee‑for‑service financial plans.

Importantly, this is not a prospecting, sales, or business development role. You will not be expected to cold‑call, build a personal book of business, or meet sales quotas. The clients and planning work already exist; the firm is looking for another capable professional to help deliver that work at a very high standard.

Working closely with the planning team, you will review client financial information, develop retirement‑income and tax strategies, prepare planning recommendations, participate in client meetings, coordinate with accountants and lawyers, and help clients implement advice in a practical and understandable way.

Abbotsford, British Columbia.

About the individual

The ideal candidate is a collaborative, technically strong Wealth Advisor who is motivated by doing excellent work for clients rather than by sales targets. At a minimum, the successful candidate will bring:

5 years of relevant wealth management or financial‑planning experience;

The ability to analyze personal tax returns and owner‑managed corporate situations;

Experience using modern financial‑planning software; and

Excellent written, verbal, and virtual client communication skills.





Additional qualifications that will be a major asset include:

Strong retirement‑income and decumulation planning expertise;

Experience with Snap Projections

Tax education or tax‑preparation experience

CPA, CFA, CIM, TEP, or other technical designations

Who this role may appeal to

This position may be particularly attractive to an qualified Wealth Advisor who is seeking an alternative to:

Sales quotas and product incentives;

Limited product shelves;

Production‑driven performance metrics;

Financial plans that are rarely implemented.

Why join Willems Wealth Planning Group?

Excellent reputation in the market, built over 4 decades;

Strong inbound client demand through educational content;

Collaborative ensemble practice with experienced professionals;

Focus on planning quality rather than sales activity;

Dedicated operations support to reduce administrative burden;

Access to CI Assante Wealth Planning Group specialists in tax, estate, succession, and corporate planning; and

Opportunity to deepen expertise in retirement and tax planning within a respected advisory firm.

To better understand the firm’s planning philosophy, retirement‑income approach, and educational content, we encourage interested candidates to explore Willems Wealth Planning Group’s YouTube channel, which has become a trusted resource for Canadians.

The channel offers practical insights on retirement planning, tax strategies, investment decision‑making, wealth preservation, and provides a helpful introduction to the type of client conversations and planning work that are central to this role.

This role comes with an excellent compensation package including a

📌 Financial Advisor (Mission)
🏢 CIBC
📍 Mission