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hostel manager
Canmore Downtown Hostel
Canmore, AB
- Full-time
Added 15 mins ago
AC
Senior Accountant, Indigenous Ease Services
ACCA Careers
Vancouver, BC
- Full-time
Make an impact within our Indigenous Ease Services team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 15 mins ago
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Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 15 mins ago
DA
Corporate Tax Partner
DSW ABL Advisory
Burlington, ON
- Full-time
Added 45 mins ago
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Transversal Finance Lead
Sanofi
Toronto, ON
- Full-time
…across Sanofi Canada. This position is the single point of financial leadership for all transversal, cross-GBU, and corporate finance matters in Canada, acting as the primary finance…
Added 45 mins ago
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Associate Manager, FP&A and Tax
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
…portfolios through P&L management, forecasting, reporting, and financial analysis to help drive profitable growth and informed decision-making. The role also leads key local tax activities…
Added 45 mins ago
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IT Business Analyst – Finance
Sanimax
Montreal, QC
- Full-time
…teams. Your expertise will support decision-making, optimize financial processes, and ensure that technology solutions meet the organization's performance, compliance, and financial…
Added 59 mins ago
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Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 59 mins ago
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Underwriter, Underwriting Department
Desjardins
Montréal-Ouest, QC
- Full-time
Analyze medical, personal and financial information to assess the overall risk to the organization in accordance with applicable standards and practices.
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Accountant, International Corporate Tax - January 2027
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our International Corporate Tax team as an Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory…
Added 59 mins ago
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Souscripteur principal, Solutions spécialisées
Intact
Montreal, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 59 mins ago
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Professional Freelancing or Agency
ESOPX
Alert Bay, BC
- Full-time
Create intuitive user flows for complex financial transactions and data visualization - Develop a cohesive design system that reflects our brand identity
Added 1 hour ago
KL
Administration Technician
Kativik llisarniliriniq
Kuujjuaq, QC
- Full-time
…various technical tasks related to the management of human and financial resources and development and implementation of standards and activities related to the department’s operations. As…
Added 1 hour ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
The successful candidate will bring significant construction experience, strong commercial and financial acumen, and a proven ability to independently lead complex projects while working…
Added 1 hour ago
BK
Restaurant manager
Burger King
Niagara Falls, ON
- Full-time
Added 1 hour ago
LP
Condominium Property Manager
Living Properties Inc.
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
Preparing financial reports and arranging for audits
Added 1 hour ago
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Associate Director, Finance
FPS Food Process Solutions Corporation
Richmond, BC
- Full-time
…successful candidate will be responsible for leading the Company's financial and tax planning, reporting, accounting, budgeting, cash flow management, and internal control functions while…
Added 1 hour ago
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Consultant
Alpha Agency
Toronto, ON
- Full-time
Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together…
Added 1 hour ago
S
Finance Intern Assistant (Part-time)
Sandvik
Saskatoon, SK
- Part-time
…reconciliation, payment preparation, month-end activities, financial reporting, and other day-to-day finance functions while ensuring accuracy and compliance with Sandvik processes and…
Added 2 hours ago
AM
Financial Services Associate
Arc Mercer
Barrie, ON
- Part-time
We are presently accepting resumes for a Permanent Part-time Financial Services Associate to be responsible for the preparation and maintenance of financial information. Includes accounts…
Added 2 hours ago
LC
Cashier Manager, Hourly Part Time Day
Loblaw Companies Limited
Halifax, NS
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 2 hours ago
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Back End Developer
VySystems
Toronto, ON
- Full-time
Design, build, and maintain backend financial and payments systems flows (e.g., core banking, ACH, wire, card, and digital asset transaction processing).
Added 2 hours ago
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Finance coordinator
LUBANA TRUCKING
Sherwood Park, AB
- Full-time
Assign financial projects and activities to workers in order to improve business decisions
Added 2 hours ago
VM
ACCOUNTS RECEIVABLE MANAGER
Valor Medical Solutions
SK
- Full-time
…optimize cash flow, ensure timely collections, and maintain financial…
Added 2 hours ago
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Economist Iasi
Sevio
SK
- Full-time
You will work closely with colleagues across the company and contribute to providing management with accurate and reliable financial information to support business decisions.

CI Financial

Wealth Planning Analyst

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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