Accounting & Finance

Licensed Wealth Planning Assistant

CI Financial

Southwestern Ontario · Ontario · Canada

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.

The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a competitive salary and comprehensive benefits.

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Reference: WJ-291_11836346

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