Senior Wealth Analyst

CI Financial Corp / Corient

Base: $80,000-$100,000 usd py; bonus/equity: not s...
Onsite
Financial planning and investment knowledge
Client meeting documentation and coordination
Proficiency in microsoft excel and office suite
The role supports high-net-worth individuals by providing administrative, financial, and technical services to Wealth Advisors

Job Summary

  • The role supports high-net-worth individuals by providing administrative, financial, and technical services to Wealth Advisors.
  • Employees will complete financial plans, investment reports, and tax or estate analyses while coordinating client service execution.
  • The company offers a comprehensive benefits package including 401(k) matching, medical plans, and paid professional designation reimbursement.

Matching Summary

The role supports high-net-worth individuals by providing administrative, financial, and technical services to Wealth Advisors.

Salary

Base: $80,000-$100,000 USD per year; Bonus/Equity: Not specified; Benefits: 401(k) match, medical/dental/vision, parental leave

Skills & Requirements

Must-have

  • Financial planning and investment knowledge
  • Client meeting documentation and coordination
  • Proficiency in Microsoft Excel and Office Suite

Nice-to-have

  • Strong integrity and confidentiality maintenance
  • Proactive approach to project ownership
  • Networking and community relationship building

Key Requirements

  • Bachelor's degree required
  • CFP certification required
  • Minimum 2-3 years of experience
  • Unrestricted US work authorization required

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter