Wealth Planning Quality Analyst

Are you passionate about ensuring excellence in financial planning? Apply Now!

Working with one of our top financial clients, this role calls for a Wealth Planning Quality Analyst. The position involves reviewing completed financial plans to verify they meet quality standards, regulatory requirements, and internal policies. It offers an excellent opportunity for recent graduates or professionals transitioning from full-time to part-time work to gain valuable experience within a collaborative and supportive environment.

Pay rate range (CAD): $40.41/hr – $45.50/hr

Responsibilities

• Review completed financial plans against predefined quality standards, controls, and assessment criteria
• Evaluate plans for accuracy, completeness, consistency, and adherence to sound financial planning principles
• Identify errors, gaps, risks, and areas for improvement; document findings clearly and consistently
• Ensure all financial pla...