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Added 2 hours ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 4 hours ago
Investment Analyst – Fixed Income and Alternative Assets
THE EMPIRE LIFE INS. CO
Toronto, ON
Full-time
…well as alternative funds, gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment…
Added 4 hours ago
Contracting Specialist (TruStone Financial)
THE EMPIRE LIFE INS. CO
Burnaby, BC · London, ON · Mississauga, ON
Full-time
…their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training,…
Added 5 hours ago
Financial Planner
CI Financial
Vancouver, BC
Full-time
…top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part…
Added 5 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
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Added 5 hours ago
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
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Client Financial Services Agent
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Full-time
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Private Wealth Manager
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…down-to-earth multi-disciplinary team with finance, tax and investment professionals in-house. No billable hours, just client focused cross-border tax and financial planning services along…
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Added 13 hours ago
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IG Wealth Management
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Full-time
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Senior Financial Advisor
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Senior Financial Advisor
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The Senior Financial Advisor (SFA) manages and grows an assigned portfolio of valued investors within the Aviso Wealth investment division. Working closely with Cambrian retail branches,…
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The Canada Life Assurance Company
Ottawa, ON
Maintain and strengthen relationships with advisors to achieve annual sales targets
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Chief Financial Officer
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Contract
Prepare the company for future financing or strategic capital conversations by developing an investment narrative, integrated financial model, lender/investor materials, and data room…
Added 16 hours ago
Client Financial Services Agent, Service Signature
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Full-time
…support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management…
Added 17 hours ago
IFM Associate
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Toronto, ON
Full-time
…Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed…
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Client Financial Services Agent
Desjardins
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As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
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Full-time
As the Individual Insurance and Financial Services Sales Representative, you will report to the Regional Vice President, Individual Insurance and Investment Products – Ontario & Atlantic…

CI Financial

Financial Planner

Vancouver, BC, Canada

Pay: The anticipated base salary range for this position is $93,000 to $120,000.
Job type: Full-time
Posting language: English
Posted: Sep 24, 2026

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Original job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio and wealth management solutions exclusively through a national network of financial advisors affiliated with CI Assante Wealth Management. We operate under the brand CI Assante Private Client. CI Private Counsel is part of CI Financial, a diverse group of financial services firms with approximately $741 billion in total assets at March 31, 2026. For more information, please visit www.assante.com.

We consider this position internally to be a Regional Wealth Planner, however, you may be used to an industry title such as Financial Planner or Wealth Planner.

JOB OVERVIEW

We are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial Advisors and our mutual clients, facilitating the production of various Wealth Planning reports covering financial planning, risk management, tax strategies, philanthropy and estate planning, through our centralized Wealth Planning Group. Those who may find this role appealing would include a financial advisor who prefers planning over selling or an accountant who prefers planning over compliance.

Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families; you will take a holistic approach to identify client needs and proactive planning opportunities.

This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of financial planners, estate planning specialists, tax specialists, investment counselors, and insurance specialists.

WHAT YOU WILL DO

Build and strengthen relationships with advisors to ensure their satisfaction with the Wealth Planning services provided
Meet with advisors and clients/prospects to assess the level of wealth planning support appropriate for each situation
Meet with and collect data from advisors, clients and client’s accountants and lawyers for the preparation of various wealth planning reports. Clients who receive Wealth Planning support are successful business owners / high net worth families with in excess of $1 million invested with us
Organize the data, complete wealth planning questionnaires in collaboration with field team associates, and work with our central Wealth Planning Group, where the reports are prepared in Conquest. The Financial Planner then presents each report to the client and advisor, along with the support of the tax accountants and lawyers on the field team, on more complex files.
Manage and track file process and implementation by accounting and legal firms
From time to time, may develop and deliver educational seminars to advisors related to Wealth Planning as well as respond to various questions on wealth planning strategies

WHAT YOU WILL BRING

University degree in business or related discipline, or equivalent experience is required
A CFP® designation is required
Experience in a client or advisor facing role in a Financial Services or a Professional Services firm
Experience with planning for business owners is an asset
Knowledge of wealth planning concepts – financial analysis, insurance needs analysis, tax and financial strategies, and estate planning is an asset
Strong verbal and written communication
Strong organizational, analytical skills and attention to details
Demonstrated excellence in client service
Ability to understand and interpret financial/investment issues related to financial planning, tax and estate planning as well as financial statements and tax returns
Ability to work independently and as part of a national team
Experience with Microsoft Office
Experience with Financial Planning Software is an asset

WORKING CONDITIONS

Some same day travel throughout the Lower Mainland with the occasional overnight in other parts of BC. There is flexibility when booking these in person meetings.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $120,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

The Financial Planner will collaborate with advisors and the Wealth Planning Group to produce comprehensive wealth planning reports for high-net-worth clients. They are responsible for building advisor relationships, assessing client needs, and presenting complex financial, tax, and estate strategies.

Requirements

Candidates must hold a university degree in business or a related field and possess a CFP designation. Strong analytical, communication, and organizational skills are required, along with experience in a client-facing financial services role.

Skills

Financial planning
Wealth management
Risk management
Tax strategies
Estate planning
Philanthropy
Financial analysis
Insurance needs analysis
Communication
Organizational skills
Analytical skills
Attention to detail
Client service
Investment counseling
Microsoft Office

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Wealth Planning
Wealth Management
CFP
Estate Planning
Tax Strategies
Risk Management
Business Owners
High Net Worth
Conquest
Financial Analysis
Insurance
Investment Counseling
Client Service
Microsoft Office
Wealth Planning Group
Assante Wealth Management
CI Financial
Financial Services
Professional Services

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