Financial Planner

CI Investments Inc.; Vancouver; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Modern HQ location

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

Job summary

CI Investments Inc. is seeking a Financial Planner to join the Wealth Planning team. The role focuses on holistically addressing client needs and collaborating with advisors, field teams and professionals to produce comprehensive wealth planning reports.

You will present these reports to clients and advisors, coordinate with tax accountants and lawyers, and occasionally deliver educational seminars on wealth planning topics. A CFP designation and strong client service are essential.

Qualifications

• CFP designation required.
• University degree in business or related discipline.
• Experience in client/advisor facing role in financial services or professional services.
• Experience planning for business owners is a plus.
• Knowledge of wealth planning concepts including financial analysis, insurance needs analysis, tax strategies, and estate planning.
• Strong communication, organizational and analytical skills.
• Demonstrated excellence in client service.

Responsibilities

• Build and strengthen relationships with advisors and clients.
• Meet with advisors and clients to assess wealth planning needs.
• Collect data from advisors, clients and professionals for wealth planning reports.
• Present reports to clients and advisors with support from tax accountants and lawyers.
• Manage and track file processes across accounting and legal firms.
• Occasionally deliver educational seminars on wealth planning.

Skills

Verbal & written communication

Organizational skills

Analytical skills

Client service

Independent & team work

Microsoft Office

Financial planning software

Education

CFP designation

University degree in business or related discipline

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 OVERVIEW

We 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 DO

• Build and strengthen relationships with advisors to ensure their satisfaction with the Wealth Planning services provided
• Meet with advisors and clients/prospects to assess the level of wealth planning support appropriate for each situation
• Meet 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 us
• Organize 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 firms
• From 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 strategies

WHAT YOU WILL BRING

• University degree in business or related discipline, or equivalent experience is required
• A CFP® designation is required
• Experience in a client or advisor facing role in a Financial Services or a Professional Services firm
• Experience with planning for business owners is an asset
• Knowledge of wealth planning concepts – financial analysis, insurance needs analysis, tax and financial strategies, and estate planning is an asset
• Strong verbal and written communication
• Strong organizational, analytical skills and attention to details
• Demonstrated excellence in client service
• Ability to understand and interpret financial/investment issues related to financial planning, tax and estate planning as well as financial statements and tax returns
• Ability to work independently and as part of a national team
• Experience with Microsoft Office
• Experience with Financial Planning Software is an asset

WORKING CONDITIONS

Some 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.

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

• Modern HQ location within walking distance from Union Station
• 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.

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.