Financial Planner

CI Financial; Vancouver; On-site; CAD 93,000 - 120,000; Full time

Benefits offered by this job

Health insurance coverage

Retirement savings plans

Paid holidays and vacation time

Volunteer time off

Job summary

CI Financial seeks a Regional Wealth Planner to support advisors and clients with comprehensive wealth planning—covering financial planning, risk management, tax strategies, philanthropy and estate planning. You will work with field service teams and central planners to deliver customized reports.

The role emphasizes holistic client needs, collaboration with national teams, and a focus on high net-worth families, business owners, and complex files.

Qualifications

• Strong communication skills, both oral and written.
• Analytical mindset with ability to interpret financial data.
• Attention to detail in wealth planning tasks.

Responsibilities

• Build and strengthen relationships with advisors to ensure satisfaction with Wealth Planning services.
• Meet with advisors and clients to assess wealth planning needs and prepare reports.
• Collaborate with central Wealth Planning Group to prepare reports in Conquest and present to clients.

Skills

Verbal and written comms

Analytical skills

Detail orientation

Education

CFP designation

University degree in business or related

Tools

Microsoft Office

Financial Planning Software

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.CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio and wealth management solutions exclusively through a national network of financial advisors affiliated with CI Assante Wealth Management. We operate under the brand CI Assante Private Client. CI Private Counsel is part of CI Financial, a diverse group of financial services firms with approximately $741 billion in total assets at March 31, 2026. For more information, please visit www.assante.com.We consider this position internally to be a Regional Wealth Planner, however, you may be used to an industry title such as Financial Planner or Wealth Planner.JOB OVERVIEWWe are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial Advisors and our mutual clients, facilitating the production of various Wealth Planning reports covering financial planning, risk management, tax strategies, philanthropy and estate planning, through our centralized Wealth Planning Group. Those who may find this role appealing would include a financial advisor who prefers planning over selling or an accountant who prefers planning over compliance.Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families; you will take a holistic approach to identify client needs and proactive planning opportunities.This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of financial planners, estate planning specialists, tax specialists, investment counselors, and insurance specialists.WHAT YOU WILL DOBuild and strengthen relationships with advisors to ensure their satisfaction with the Wealth Planning services providedMeet with advisors and clients/prospects to assess the level of wealth planning support appropriate for each situationMeet with and collect data from advisors, clients and client’s accountants and lawyers for the preparation of various wealth planning reports. Clients who receive Wealth Planning support are successful business owners / high net worth families with in excess of $1 million invested with usOrganize the data, complete wealth planning questionnaires in collaboration with field team associates, and work with our central Wealth Planning Group, where the reports are prepared in Conquest. The Financial Planner then presents each report to the client and advisor, along with the support of the tax accountants and lawyers on the field team, on more complex files.Manage and track file process and implementation by accounting and legal firmsFrom time to time, may develop and deliver educational seminars to advisors related to Wealth Planning as well as respond to various questions on wealth planning strategiesWHAT YOU WILL BRINGUniversity degree in business or related discipline, or equivalent experience is requiredA CFP designation is requiredExperience in a client or advisor facing role in a Financial Services or a Professional Services firmExperience with planning for business owners is an assetKnowledge of wealth planning concepts – financial analysis, insurance needs analysis, tax and financial strategies, and estate planning is an assetStrong verbal and written communicationStrong organizational, analytical skills and attention to detailsDemonstrated excellence in client serviceAbility to understand and interpret financial/investment issues related to financial planning, tax and estate planning as well as financial statements and tax returnsAbility to work independently and as part of a national teamExperience with Microsoft OfficeExperience with Financial Planning Software is an assetWORKING CONDITIONSSome same day travel throughout the Lower Mainland with the occasional overnight in other parts of BC. There is flexibility when booking these in person meetings.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $120,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.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 SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.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 [e-mail], or call 416-364-1145 ext. 4747.