Licensed Wealth Planning Assistant

CI Financial; Southwestern Ontario; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Modern HQ location within walking from

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Paid time off for Volunteering

Job summary

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.

The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a competitive salary and comprehensive benefits.

Qualifications

• Post-secondary education in a related field is required.
• Licenses CSC, CPH, CIM, CFP are required.
• Proven experience in wealth management or related field.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to manage multiple workflows simultaneously.
• Proficiency with financial software and Microsoft Office.

Responsibilities

• Assist in development and implementation of financial plans and strategies.
• Analyze financial data to determine best investment strategies.
• Maintain regular contact with clients to understand their needs and goals.
• Monitor market trends to ensure plans stay effective.
• Prepare reports on client accounts and create presentations.
• Collaborate with wealth managers to provide comprehensive financial advice.
• Handle administrative duties and coordinate with departments.
• Ensure compliance with regulations and company policies.
• Participate in continuing education and training.
• Provide administrative support as needed.

Skills

Analytical skills

Communication skills

Interpersonal skills

Multitasking

Microsoft Office proficiency

Financial software proficiency

Education

Post-secondary education in related field

Professional financial licenses (CSC, CPH, CIM, CFP)

Tools

Microsoft Office

Financial planning software

Job description

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.

The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a competitive salary and comprehensive benefits.