Find work in Canada.

319,782 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 11 mins ago
R
Stage - Hiver 2027 - Gestion et analyse de données clients / Internship - Winter 2027 - Customer Master Data Analysis and Management
RTX
Longueuil, QC
- Full-time
Added 25 mins ago
R&
Financial Analyst
Robertson & Company Ltd.
Markham, ON
- Full-time
…multi-site manufacturing network and is recognized for its focus on quality, innovation, operational excellence, and delivering high-quality food products to…
Added 56 mins ago
C&
Research Analyst
Cushman & Wakefield
Toronto, ON
- Full-time
We are currently seeking a Research Analyst to join our Toronto office. As part of the Cushman & Wakefield network, you will benefit from access to all our best practices including…
Added 56 mins ago
B
Credit Funder
BMO
Montreal, QC · HO
- Full-time
May specialize as either a funding specialist or a credit analyst.
Added 1 hour ago
E
HR Service Center Analyst
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Manager, Employee Service Centre, the HR Service Centre Analyst serves as the first point of contact for employees and managers seeking support on a broad range of…
Added 1 hour ago
E
Senior Analyst, Data Engineering & AI
Experis
Canada
- Contract
We are seeking a motivated and technically strong Senior Analyst, Data & AI to join our growing Data & AI practice.
Added 2 hours ago
B
BILINGUAL SENIOR ANALYST, INSURANCE AND OPERATIONS SUPPORT
BDC
QC · Les Laurentides Regional County Municipality, QC
- Full-time
At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, you will help maintain the quality and accuracy of the loan and insurance portfolios that support small and…
Added 2 hours ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…function/partner to facilitate resolution and ensure that service quality is…
Added 2 hours ago
C
Finance Sr Analyst
CBRE
Toronto, ON
- Full-time
As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a…
Added 2 hours ago
LC
Analyst, Master Data
Loblaw Companies Limited
Toronto, ON
- Full-time
Article Analyst, Data Operations, Brampton, ON
Added 2 hours ago
B
BILINGUAL SENIOR ANALYST, INSURANCE AND OPERATIONS SUPPORT
BDC
Montreal, QC
- Full-time
At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, you will help maintain the quality and accuracy of the loan and insurance portfolios that support small and…
Added 2 hours ago
AT
Dock Quality Analyst
Armour Transportation Systems
Moncton, NB
- Full-time
The Dock Quality Analyst is responsible for monitoring, analyzing, and improving key operational quality measures within the warehouse and dock environment. This role supports consistent…
Added 2 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 2 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 2 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 3 hours ago
MJ
Financial Analyst - Mental Health & Addictions
Manufacturing Job Site
Thunder Bay, ON
- Full-time
Reporting to the Manager – Financial Services, the Financial Analyst – Mental Health & Addictions (MH&A) is responsible for supporting the MH&A portfolio through statistical data analysis,…
Added 3 hours ago
CC
Industrial Automation Specialist
Club Coffee LP
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
…ingredients are grown, we are closer to farmers, enabling better quality, and more reliable, traceable and transparent supply. Supplying products and ingredients at scale is just the start.…
Added 3 hours ago
PC
Microbiologist - 174871 - 174872 - 175086
Piper Companies
ON · Durham, ON
- Full-time
…Analysis, Microbial Testing, Trend Analysis, Sterility Assurance, Quality Control, Manufacturing Support, Laboratory Operations, Cleanroom Gowning, Scientific Documentation, Investigation…
Added 4 hours ago
UO
Compensation Analyst
University of Victoria
Victoria, BC
- Full-time
…workforce planning, enhance financial oversight, and maintain high-quality service to university stakeholders. Through advanced analysis, forecasting and reporting, the Compensation Analyst…
Added 4 hours ago
NS
Senior Systems Analyst - Renal Program
Nova Scotia Health Authority
Halifax, NS
- Full-time
The Renal Senior System Analyst reports to the Renal Program Manager, Informatics and Reporting, and plays a key role in transforming healthcare data into actionable information that…
Added 4 hours ago
WH
Financial Analyst - Physician Compensation & Reconciliation
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- Full-time
Position Title: Financial Analyst - Physician Compensation & Reconciliation
Added 4 hours ago
C
Lead Threat Intelligence Engineer
CapitalG
Toronto, ON
- Full-time
Added 4 hours ago
EA
Sales Operations Analyst
EarthDaily Analytics
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
As a Sales Operations Analyst, you will partner with the Sales Operations and Finance teams to identify, investigate, and resolve data quality issues, establish and enforce data entry…
Added 4 hours ago
R
Senior Business Systems Analyst- EN
RBC
Montreal, QC
- Full-time
…implementing innovative solutions while maintaining compliance and quality. Proficiency in banking systems, data flows, and associated risks is a strong asset. Your core responsibilities…
Added 4 hours ago
TU
Regulatory Analyst
targetjobs UK
Toronto, ON
- Full-time
The Regulatory Analyst is responsible for regulatory intelligence tasks and processes within the MedBoard platform and organization:

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

Report this job