Find work in Canada.

320,223 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 26 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
Heather Finn, Advisor, Talent Acquisition – Physician Recruitment
Added 1 hour ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during…
Added 1 hour ago
NB
Senior advisor Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Digital Assets Advisor in the Capital Markets Operations team at National Bank means acting as a strategic expert in digital assets. In this role, you will help shape…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Blainville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
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 2 hours ago
IE
Analyst, Information Security
IMAX Enhanced | Streaming & Consumer Technology
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
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
C
Financial Planning Advisor
CIBC
London, ON · Toronto, ON
- Full-time
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the…
Added 2 hours ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
…activities. Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning. Lead product knowledge meetings with the Private Wealth team.…
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
As part of our recruitment process, candidates who advance to the next
Added 3 hours ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Montreal, QC · Saint-Laurent-Place Vertu
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 3 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 3 hours ago
C
Financial Advisor - CIRO-MFD
CIBC
Flin Flon, MB
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 3 hours ago
C
Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
…encourage open conversations about compensation throughout the recruitment…
Added 3 hours ago
BU
Vice-Provost, Indigenous Engagement
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
…across academic and administrative portfolios. Serve as an advisor to the institution, working closely with senior leaders, faculty, staff, and students to build capacity for Indigenous…
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
Serve as the senior technical specialist/advisor to the organization for all matters pertaining to movement of all goods and materials on an international scale. Collaborate with the launch…
Added 3 hours ago
M
Managing Director, Assistant Chief Counsel
Manulife
Toronto, ON
- Full-time
…candidacy. Above all, we seek a colleague who act as a trusted advisor and broad problem solver to partner with business clients to develop prudent, creative solutions that advance and…
Added 4 hours ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…
Added 5 hours ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
…your line of business. You lead, influence and serve as expert advisor to clients and practitioners. You have considerable leeway and many opportunities to establish and negotiate product…
Added 5 hours ago
D
Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
…in a stimulating environment? Join us as a Personal Finance Advisor, University Graduate, to build a dynamic career in financial consulting, directly on the Island of Montreal. More…
Added 5 hours ago
A
Customer Success Manager
Amadeus
Ottawa, ON
- Full-time
…retention, and growth opportunities while serving as a trusted advisor to key customer…

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