Wealth Planning Analyst

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.