Regional Wealth Planner | CFP, Holistic Planning Leader

CI Investments Inc.

Vancouver

On-site

CAD 90,000 - 140,000

Full time

14 days+

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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.