Wealth Analyst

CI Financial Corp

Not specified; not specified; benefits: 401(k) mat...
Onsite
3-5 years wealth management experience
Ultra-high net worth market knowledge
Tax, estate, and insurance planning skills
The role focuses on helping high- and ultra-high-net-worth individuals preserve wealth for future generations while simplifying their lives

Job Summary

  • The role focuses on helping high- and ultra-high-net-worth individuals preserve wealth for future generations while simplifying their lives.
  • Responsibilities include preparing comprehensive financial plans covering tax, estate, insurance, and charitable gifting strategies for client review.
  • The company offers a robust benefits package including employer-matched 401(k), generous medical subsidies, and paid professional designation training.

Matching Summary

The role focuses on helping high- and ultra-high-net-worth individuals preserve wealth for future generations while simplifying their lives.

Salary

Not specified; Not specified; Benefits: 401(k) match, Medical/Dental/Vision, Paid leave, Training reimbursement

Skills & Requirements

Must-have

  • 3-5 years wealth management experience
  • Ultra-high net worth market knowledge
  • Tax, estate, and insurance planning skills
  • Investment asset class research capabilities
  • eMoney planning software proficiency

Nice-to-have

  • Strong project management and presentation skills
  • High emotional intelligence and situational awareness
  • Proactive ownership of client projects
  • Collaborative team player in high-touch environment

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Business Administration
  • CFP designation preferred
  • Must have unrestricted US work authorization
  • Willing to work onsite 4 days per week

Work Rights

Must be US citizen or permanent resident with unrestricted work authorization

Tailored Resume

Cover Letter