Wealth Planning Analyst

CI Financial; Winnipeg; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

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 is seeking a Wealth Planning Analyst to join the Wealth Planning Group. You will support advisors by delivering financial, tax and retirement planning solutions in a non-commission environment and coordinate client deliverables.

You will review client information, prepare analyses using planning software, and collaborate with regional planners to produce Wealth Plans and other deliverables. This role emphasizes accuracy, professional development, and strong communication within a

Qualifications

• 2 years' experience with financial planning using planning software such as Naviplan, Snap Projections or Conquest
• Enrollment in or successful completion of the IQPF/CFP designation
• Excellent written and verbal English
• Proficient in Microsoft Office suite
• High degree of accuracy, attention to detail and strong analytical skills
• Ability to work effectively and efficiently in a fast-paced environment
• Good communication and presentation skills

Responsibilities

• Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables
• Communicate with Regional Wealth Planners, Financial Advisors, and their assistants for information or clarification
• Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software
• Analyze results to draft Wealth Plans and other deliverables for Assante Private client and others
• Conduct research on financial and insurance matters as required
• Ensure software applications properly apply financial planning concepts on a consistent basis
• Participate in in-house seminars and training for the company's employees
• Undertake ongoing education and professional development as per company policies
• Work professionally with colleagues and clients with utmost respect

Skills

English proficiency

Analytical skills

Communication & presentation

Attention to detail

Adaptability

Education

IQPF/CFP designation

Tools

Naviplan

Snap Projections

Conquest

Microsoft Office

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.

We are currently recruiting for a Wealth Planning Analyst to join our Wealth Planning Group. The wealth planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.

In this role, the successful candidate will develop valued relationships with our advisors by providing financial, tax and retirement planning solutions in a non-commission environment. You will assist advisors with both prospective and existing clients through the coordination and preparation of various wealth planning deliverables

WHAT YOU WILL DO

• Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables
• Communicate with Regional Wealth Planners, Financial Advisors, and their respective assistants in situations where additional information or clarification is required
• Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software
• Analyze the results obtained in the various analyses noted above in order to draft Wealth Plans and other deliverables for Assante Private client and others
• Conduct research on various financial and insurance matters as required
• Ensure that various software applications properly apply financial planning concepts on a consistent basis
• Participate in in-house seminars and training for company's employees
• Undertake an ongoing program of education and professional development in accordance with the Company's policies as published from time to time
• Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients

WHAT YOU WILL BRING

• Written and oral proficiency in English.
• 2 years' experience with financial planning including the use of financial planning software such as Naviplan, Snap Projections or Conquest
• Enrollment in or successful completion of the IQPF/CFP designation
• Good Microsoft Office suite skills
• High degree of accuracy, attention to detail and strong analytical skills
• Ability to work effectively and efficiently in a fast-paced environment
• Good communication and presentation skills

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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to investigate the opportunity further.

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.