Wealth Planning Quality Analyst

OVERVIEW

We are seeking an experienced Wealth Planning Quality Analyst with a strong background in financial planning, quality assurance, and compliance oversight within wealth management environments. The successful candidate will work closely with cross‑functional partners — including wealth planners, quality teams, and support functions — to ensure completed financial plans meet established quality standards, regulatory expectations, and internal best practices.

This role is ideal for a detail‑oriented and analytical professional who thrives in structured review environments and is comfortable evaluating complex financial planning documentation with accuracy, consistency, and objectivity.

Location: Toronto, ON (Hybrid – 2 days in office: Mondays & Thursdays)
Contract Length: 6 Months
Hours: 9 AM–5 PM EST

Pay: T4: $ 46.5 / IC $53

RESPONSIBILITIES

• Review completed financial plans against predefined quality...