Wealth Planning Analyst: Growth, Training & Impact

CI Financial; Winnipeg; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

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 Wealth Planning Analyst to join our Wealth Planning Group. You will develop valued relationships with advisors by providing financial, tax and retirement planning solutions in a non-commission environment and assist advisors with client coordination and preparation of wealth planning deliverables.

In this role, you will review client information to prepare comprehensive wealth plans and analyses, collaborate with planners, and ensure planning software applies concepts

Qualifications

• 2 years’ experience with financial planning including use of planning software.
• Enrollment in or completion of IQPF/CFP designation.

Responsibilities

• Review client information for Wealth Plans, Financial Plans, and Financial Assessments.
• Coordinate with Regional Wealth Planners and advisors for information requests.
• Prepare base case analyses, sensitivity analyses, and life insurance analyses using planning software.
• Draft Wealth Plans and other deliverables for clients such as Assante Private Client.
• Research financial and insurance matters as required.
• Ensure planning software applies concepts consistently.
• Participate in in-house seminars and training.
• Pursue ongoing education and professional development.

Skills

Financial planning

English communication

Attention to detail

Presentation skills

Team collaboration

Education

IQPF/CFP designation

Tools

Naviplan

Snap Projections

Conquest

Microsoft Office

Job description

CI Financial is seeking a Wealth Planning Analyst to join our Wealth Planning Group. You will develop valued relationships with advisors by providing financial, tax and retirement planning solutions in a non-commission environment and assist advisors with client coordination and preparation of wealth planning deliverables.

In this role, you will review client information to prepare comprehensive wealth plans and analyses, collaborate with planners, and ensure planning software applies concepts