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 plans comply with internal policies, regulatory standards, and quality benchmarks
- Track, analyze, and report quality review outcomes, trends, and recurring issues to foster continuous improvement
- Collaborate with team members and internal partners to clarify expectations and support quality objectives
- Promote a culture of quality, attention to detail, and accountability within the wealth planning process
Desired Skill-Set
- Post-secondary education in finance, business, or a related field, or equivalent experience
- Financial planning experience through advisory, technical, or planning support roles
- Certified Financial Planner (CFP®), PFP®, or QAFP® designation
- Strong understanding of core financial planning concepts (retirement, cash flow, investments, insurance, estate, tax)
- Exceptional attention to detail and ability to evaluate complex information accurately
- Strong analytical, critical thinking, and judgment skills
- Ability to interpret and apply criteria objectively and consistently
- Excellent written and verbal communication skills for documenting findings and providing feedback
- Persuasive communication skills for virtual meetings with front-line planners
- Proven ability to work effectively in a collaborative, team-based environment
Nice to Have
- Proficiency in Microsoft 365 tools (Excel, Word, Teams) and financial planning software
- Bilingual in French
Personal Attributes
- Detail-oriented, methodical, and quality-focused
- Comfortable working within a structured, repeatable review process
- Capacity to manage multiple reviews while meeting deadlines
- Takes ownership and accountability for assigned tasks
- Professional, objective, and respectful in all interactions
Education and Certifications
- Financial planning designation: PFP®, QAFP®, or CFP®
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.