Senior Wealth Planner | CFP® | Client-Focused Growth

CI Financial; Vancouver; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Modern HQ near Union Station

Training reimbursement

Paid professional designations

Employee savings plan

Corporate discount program

Enhanced group benefits

Parental leave top-up

Paid time off for volunteering

Job summary

CI Financial, Vancouver-based, is seeking a Financial Planner to join its Wealth Planning team. The senior role focuses on producing wealth planning reports—covering financial planning, risk management, tax strategies, philanthropy and estate planning—through the centralized Wealth Planning Group.

Ideal candidates collaborate with advisors, field teams, and top professional firms, delivering differentiated client experiences and proactive planning opportunities.

Qualifications

• CFP designation is required to practice wealth planning.
• Experience in a client or advisor facing role in financial services or professional services.
• Experience with planning for business owners is an asset.
• Knowledge of wealth planning concepts including financial analysis, insurance, tax and estate planning is beneficial.
• Strong verbal and written communication skills are essential.
• Excellent organizational, analytical, and detail orientation.

Responsibilities

• Build and strengthen relationships with advisors to ensure satisfaction with Wealth Planning services.
• Meet with advisors and clients to assess appropriate level of wealth planning support.
• Gather data and prepare wealth planning reports with central Wealth Planning Group.
• Present reports to clients and advisors with support from tax accountants and lawyers.
• Manage file progress and coordinate implementation with accounting and legal firms.
• Deliver educational seminars on wealth planning as needed.

Skills

CFP designation

Client facing

Financial planning

Wealth planning concepts

Strong communication

Analytical skills

Attention to detail

Independence

Microsoft Office

Planning for business owners

Education

University degree in business or related discipline

CFP designation

Tools

Financial Planning Software

Job description

CI Financial, Vancouver-based, is seeking a Financial Planner to join its Wealth Planning team. The senior role focuses on producing wealth planning reports—covering financial planning, risk management, tax strategies, philanthropy and estate planning—through the centralized Wealth Planning Group.

Ideal candidates collaborate with advisors, field teams, and top professional firms, delivering differentiated client experiences and proactive planning opportunities.