Wealth Planning Analyst (Quality / Review) - JP725

Role Title: Wealth Planning Quality Analyst

Line of business: Wealth Planning (Compliance & Governance oversight on financial planning)

Duration: 6 months

Location: Downtown Toronto - Hybrid (2 days on site – Mondays & Thursdays)

• Team based environment with collaboration across wealth planning, quality, and support functions

• Focused on quality assurance, consistency, and risk mitigation rather than direct client interaction

Candidate value proposition: Target or ideal candidate: Recent graduate, employee trying to gain more work experience around financial planning. Employee transition from full time to part time work, able to leverage experience in a non-pressured supportive environment.

SUMMARY:

Role Overview

The Wealth Planning Quality Analyst is responsible for reviewing completed financial plans to ensure they meet established quality standards, regulatory requirements, and internal best practices. The role plays a key p...