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Added 59 mins ago
Senior Analyst
Aon
Montreal, QC
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 59 mins ago
Senior Analyst
Aon
Toronto, ON
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 59 mins ago
Analyst, Sales and Marketing (French Services) (Hybrid/Telework)
CBC/Radio-Canada
Montreal, QC
Full-time
As Analyst, Revenue Optimization, you are responsible for ensuring that sales targets are met by applying ad inventory management and pricing strategies to optimize TV schedule revenue…
Added 59 mins ago
Pension Administration Quality Assurance Analyst
Aon
Toronto, ON
Full-time
Are you an actuarial analyst in pension plan administration who also has strong analytical and computer skills? Do you enjoy testing the tools beyond the typical cases, to look at the most…
Added 59 mins ago
Actuarial Analyst - Health Solutions
Aon
Toronto, ON
Full-time
As an Analyst in our Actuarial and Analytics team, you will be supporting client teams in the servicing of clients with respect to the management of the financial risks of their benefit…
Added 59 mins ago
Pension Administration Quality Assurance Analyst
Aon
Montreal, QC
Full-time
Are you an actuarial analyst in pension plan administration who also has strong analytical and computer skills? Do you enjoy testing the tools beyond the typical cases, to look at the most…
Added 59 mins ago
Senior Analyst, Products and Hedging Solutions
Aon
Toronto, ON
Full-time
Aon is looking for a Senior Analyst, Products and Hedging Solutions.
Added 59 mins ago
Senior Analyst
Aon
Saskatoon, SK
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 59 mins ago
Senior Analyst
Aon
Vancouver, BC
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 59 mins ago
P&C Senior Actuarial Consultant - Professional Services Practice (PSP)
Aon
Montreal, QC
Full-time
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance,…
Added 59 mins ago
P&C Senior Actuarial Consultant - Professional Services Practice (PSP)
Aon
Toronto, ON
Full-time
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance,…
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Senior Actuarial Analyst
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Full-time
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Senior Analyst
Aon
Calgary, AB
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 59 mins ago
Senior Analyst
Aon
Halifax, NS
Full-time
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Added 59 mins ago
Senior Analyst
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AB · Edmonton, AB
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
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Senior Analyst
Aon
Winnipeg, MB
Full-time
Aon Is Looking for a Senior Analyst, Client Information Management - Health Solutions Practice (anywhere in Canada).
Added 1 hour ago
HRIS Data Management Analyst
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Aurora, ON
$68,080 to $74,000 CAD / year
Part-time
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Analyst, Investment Accounting
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Toronto, ON · Head Office Toronto
Full-time
Reporting to the Manager, Investment Accounting, the Analyst is a key team contributor supporting high-quality and timely execution of monthly accounting and general ledger close activities…
Added 2 hours ago
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Toronto, ON · Head Office Toronto
Full-time
Reporting to the Senior Manager, Investment Accounting, the Senior Analyst is responsible for delivering accurate and timely preparation of financial reporting and accounting close…
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Senior Financial Analyst, Financial Reporting (Fixed Term Contract)
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Toronto, ON
Full-time
The Senior Financial Analyst (Fixed Term Contract) will be a front-line member of the financial reporting team and will be responsible for a wide range of financial reporting matters…
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AB · Calgary, AB
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Added 2 hours ago
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CI Financial

Wealth Planning Analyst

Winnipeg, MB, Canada

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

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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.

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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