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Added 16 mins ago
M
Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
…Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking,…
Added 1 hour ago
AF
Personal Banking Advisor - Calgary Marda Loop
ATB Financial
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 1 hour ago
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Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
…Cloud product sales while establishing yourself as a trusted advisor to our customers. This is a Canada-based, quota-carrying role supporting our GRB (Growth Business) segment in…
Added 1 hour ago
T
Senior Audit Group Manager, Financial Crimes COE(1011)
TD
Toronto, ON
- Full-time
Be a strategic advisor to leadership team on the management of the portfolio and financials with deep industry and enterprise knowledge
Added 1 hour ago
T
Senior Manager, Audit Stakeholder Communications (900)
TD
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- Full-time
…stakeholders, including the Bank's boards of directors, senior business management and regulators, as well as for Audit leadership and the Division at…
Added 1 hour ago
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Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 hour ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 hour ago
B
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 hour ago
IE
Analyst, Information Security
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Mississauga, ON
- Full-time
Act as an Information Security subject matter resource and trusted advisor to business partners and IMAX project teams on security risks, requirements and mitigation strategies.
Added 2 hours ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
The Data Architect, Technology Data Management role is responsible for designing, governing, and evolving the enterprise technology data architecture that underpins the organization's…
Added 2 hours ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging…
Added 2 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 hours ago
T
Finance Manager
TD
Toronto, ON
- Full-time
Support financial and strategic analysis for executive and management teams, consolidating information from multiple financial and operational sources and translating insights into…
Added 2 hours ago
M
Senior Consultant, Launch and Commercialization
McKesson
Mississauga, ON · Montreal, QC
- Full-time
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Added 2 hours ago
C
Financial Planning Advisor
CIBC
London, ON · Toronto, ON
- Full-time
…complexities involved. You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and offer…
Added 2 hours ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
As part of a dynamic team of investment and private banking professionals in CIBC Wealth Management, CIBC Private Wealth Management (PWM) combines the strengths of CIBC Private Banking…
Added 2 hours ago
T
Governance & Control Intern/Co-op (Winter 2027)
TD
Montreal, QC
- Full-time
…develops, implements, leads, monitors, and/or assesses quality management and risk management activities to promote organizational, operational, and client service excellence for identified…
Added 2 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Guide & Consult: Act as a trusted advisor - guiding customers on product selection, pricing, and availability while crafting tailored sales quotations.
Added 2 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Edmonton, AB
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 2 hours ago
R
Advisor, Business and Strategic Planning (Telework/Hybrid)
Radio-Canada
Toronto, ON
- Full-time
Are you passionate about change management and bringing organizations through the project process from conception to adoption? In this role, you'll support the Digital Products and…
Added 2 hours ago
B
Environmental Advisor
Bombardier
Dorval, QC
- Full-time
You have a minimum of five (5) years of experience as an environmental Advisor.
Added 2 hours ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 2 hours ago
B
National Director, Distribution & Operational Transformation
Belron
Montreal, QC · National Support Center_QC
- Full-time
In-depth knowledge of distribution, transportation, logistics and warehouse management systems, combined with sound analytical judgment and the ability to use operational and financial…
Added 3 hours ago
AI
International Trade Compliance Consultant
Apotex Inc.
Toronto, ON · North York, ON
- $72,284 to $101,198 CAD / year
- Full-time
…Health Canada, USCBP and the FDA. Support daily operational management on shipments globally. Maximizes savings for the company through the correct classification of materials being…

CI Financial

Wealth Planning Analyst

Winnipeg, MB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 1, 2026
Experience: 2 years’ experience with financial planning including the use of financial planning software such as Naviplan, Snap Projections or Conquest
Posting language: English
Posted: Oct 2, 2026

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.

Job Overview

We are currently recruiting for a Wealth Planning Analyst to join our Wealth Planning Group. The wealth planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services. In this role, the successful candidate will develop valued relationships with our advisors by providing financial, tax and retirement planning solutions in a non-commission environment. You will assist advisors with both prospective and existing clients through the coordination and preparation of various wealth planning deliverables

What You Will Do

Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables
Communicate with Regional Wealth Planners, Financial Advisors, and their respective assistants in situations where additional information or clarification is required
Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software
Analyze the results obtained in the various analyses noted above in order to draft Wealth Plans and other deliverables for Assante Private client and others
Conduct research on various financial and insurance matters as required
Ensure that various software applications properly apply financial planning concepts on a consistent basis
Participate in in-house seminars and training for company's employees
Undertake an ongoing program of education and professional development in accordance with the Company's policies as published from time to time
Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients

What You Will Bring

2 years’ experience with financial planning including the use of financial planning software such as Naviplan, Snap Projections or Conquest
Enrollment in or successful completion of the IQPF/CFP designation
Good Microsoft Office suite skills
High degree of accuracy, attention to detail and strong analytical skills
Ability to work effectively and efficiently in a fast-paced environment
Good communication and presentation skills

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

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

Review client information and prepare comprehensive wealth plans, financial plans, assessments, and related deliverables. Coordinate with advisors and planners, conduct financial and insurance analyses and research, and support consistent application of financial planning concepts in software.

Requirements

Candidates need at least two years of financial planning experience, including experience with software such as NaviPlan, Snap Projections, or Conquest, and must be enrolled in or have completed the IQPF or CFP designation. Strong Microsoft Office skills, accuracy, analytical ability, effective communication, and the ability to work efficiently in a fast-paced environment are also required.

Skills

Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Financial Analysis
Sensitivity Analysis
Life Insurance Analysis
Financial Planning Software
Research
Microsoft Office
Attention to Detail
Analytical Skills
Communication
Presentation Skills

Benefits

Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Time Off for Volunteering

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
High-Net-Worth Clients
Wealth Plans
Financial Plans
Financial Assessments
Base Case Analysis
Sensitivity Analysis
Life Insurance Analysis
NaviPlan
Snap Projections
Conquest
IQPF
CFP
Microsoft Office
Financial Research
Insurance
Client Relationships
Advisor Support
Professional Development

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