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. 

CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio and wealth management solutions exclusively through a national network of financial advisors affiliated with CI Assante Wealth Management. We operate under the brand CI Assante Private Client. CI Private Counsel is part of CI Financial, a diverse group of financial services firms with approximately $741 billion in total assets at March 31, 2026. For more information, please visit www.assante.com.

We consider this position internally to be a Regional Wealth Planner, however, you may be used to an industry title such as Financial Planner or Wealth Planner.

JOB OVERVIEW

We are currently recruiting a Financial Planner to join our Wealth Planning team. The focus of this senior planning role is to work with our field service team as well as our Financial Advisors and our mutual clients, facilitating the production of various Wealth Planning reports covering financial planning, risk management, tax strategies, philanthropy and estate planning, through our centralized Wealth Planning Group. Those who may find this role appealing would include a financial advisor who prefers planning over selling or an accountant who prefers planning over compliance.

Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families; you will take a holistic approach to identify client needs and proactive planning opportunities.

This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms, your passion is supporting advisors in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of financial planners, estate planning specialists, tax specialists, investment counselors, and insurance specialists.

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 apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 [email protected], or call 416-364-1145 ext. 4747.