Regional Wealth Planner - Holistic Financial Strategy

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

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.