Talent.com
Insight Global
Wealth Management AnalystInsight Global • Toronto, ON, CA
No longer accepting applications
Wealth Management Analyst

Wealth Management Analyst

Insight Global • Toronto, ON, CA
3 days ago
Job type
  • Full-time
Job description
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 part in supporting consistent, high quality financial planning outcomes by assessing plans against predetermined criteria, identifying gaps or risks, and providing clear, objective feedback. This role requires strong attention to detail, a solid financial planning background, and the ability to work collaboratively within a team-based environment. This role consists in reviewing financial plans and communicating feedback to the appropriate parties ________________________________________ Key Accountabilities • Review completed financial plans against predefined quality standards, controls, and assessment criteria • Assess plans for accuracy, completeness, consistency, and adherence to sound financial planning principles • Identify errors, gaps, risks, or areas of improvement and document findings clearly and consistently • Ensure financial plans align with internal policies, regulatory expectations, and quality benchmarks • Track and report quality review outcomes, trends, and recurring issues to support continuous improvement • Collaborate with team members and internal partners to clarify expectations and support quality objectives • Support a culture of quality, attention to detail, and accountability within the wealth planning process ________________________________________ MUST HAVE • Post secondary education in finance, business, or a related field, or an equivalent combination of education and experience • Financial planning experience gained through advisory, technical, or planning support roles • Financial planning designation, PFP® or QAFP® • Strong understanding of core financial planning concepts (e.g., retirement, cash flow, investments, insurance, estate and tax considerations) • Exceptional attention to detail with the ability to evaluate complex information accurately • Strong analytical, critical thinking, and judgement skills • Ability to interpret and apply predetermined criteria objectively and consistently • Strong written and verbal communication skills to clearly document review findings • Persuasive communications skills to assist front line planners prepare corrected plans for re-presentation to clients where required through virtual meetings. • Demonstrated 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 is an asset • Bilingual in French would be an asset. ________________________________________ Personal Attributes • Detail oriented, methodical, and quality focused • Comfortable working in a structured, repeatable review environment • Able to manage multiple reviews while meeting established timelines • Takes ownership and accountability for assigned work • Professional, objective, and respectful in all interactions Any specific education/certifications: Financial planning designation, PFP® or QAFP® or CFP
Create a job alert for this search

Wealth Management Analyst • Toronto, ON, CA

Similar jobs

Wealth Management Analyst

Insight GlobalToronto, Ontario, Canada
Full-time

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.Th... Show more

 • Promoted

BA - Wealth Management

Apex SystemsToronto, ON, CA
Full-time

Business Analyst / Business Systems Analyst – Wealth Management Technology.We are looking for an experienced IT business analyst/consultant to join the Wealth Management Technology team at BMO, Tec... Show more

 • Promoted

Senior Business Analyst in Wealth Management

S I SystemsToronto, ON, CA
Full-time

Drive transformation as a Senior Business Analyst in Wealth Management with a major banking client in Toronto.This hybrid role, requiring Wealth/Asset Management expertise, offers a unique opportun... Show more

 • Promoted

Wealth Management Associate

Morgan McKinleyGreater Toronto Area
Full-time

On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a.This is an exciting opportunity for someone who enjoys being the ... Show more

 • Promoted

Business Analyst (Wealth Management - Operations)

IFG International Financial Group LtdToronto, ON, CA
Permanent

Business Analyst (Wealth Management - Operations).Our client, a top banking institution in Canada, is seeking to hire a.Business Analyst (Wealth Management - Operations).The role is hybrid, requiri... Show more

 • Promoted

Wealth Management Business Analyst Role

YochanaToronto, ON, CA
Full-time

Join a leading firm as a Business Analyst specializing in Wealth Management and AI/Advanced Analytics.Drive digital transformation in investment advisory and client servicing while ensuring complia... Show more

 • Promoted • New!

Wealth Management Business Analyst

Fidelity InternationalToronto, ON, CA
Full-time

Become a Business Analyst specializing in wealth management with a focus on improving organizational processes.Utilize a hybrid work model to analyze systems and drive risk mitigation.This full-tim... Show more

 • Promoted

Wealth Management Analyst - Insight Global

Insight Globaltoronto, on, ca
Full-time

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.Th... Show more

 • Promoted

Hybrid Business Analyst in Wealth Management

CognizantToronto, ON, CA
Full-time

Join the team as a Business Analyst focusing on Wealth Management.Foster data governance, manage documentation standards, and lead client engagements while guiding a small analytics team.Bringing 7... Show more

 • Promoted

Analytical Investment Specialist In Wealth Management

Banque Nationale du CanadaRichmond Hill, Canada
Full-time

Elevate your finance career as an Analytical Investment Specialist at National. Show more

 • Promoted

Senior Business Analyst with Wealth/Asset Management experience to support a major banking clie[...]

S I SystemsToronto, ON, CA
Full-time

Senior Business Analyst with Wealth/Asset Management experience to support a major banking clients- 40555.Location Address: Toronto – hybrid – onsite 4x/week.Contract Duration: 1 year (Possibility ... Show more

 • Promoted

Senior Wealth Management Analyst – Onboarding & AML

Iris Software Inc.Toronto, ON, CA
Full-time

A leading software consulting firm is seeking a Senior Wealth Management Business Systems Analyst for a hybrid position in Toronto, Ontario.The role involves creating key business documents, managi... Show more

 • Promoted

Senior Analyst in Wealth Management Support

CI Financial Corp.Toronto, ON, CA
Full-time

Take on an influential role as a Senior Technical Support Analyst.Provide outstanding support and maintain the integrity of wealth management systems while collaborating across teams efficiently.Yo... Show more

 • Promoted

Business Systems Analyst for Wealth Management

CI FinancialToronto, ON, CA
Full-time

Join as a Business Systems Analyst focused on Wealth Management.Partner across teams to gather insights, improve processes, and facilitate testing for successful system implementations and quality ... Show more

 • Promoted

Business Analyst - Wealth Management/Asset Management

Intelliswift - An LTTS CompanyToronto, ON, CA
Temporary

Business Analyst - Wealth Management/Asset Management.This range is provided by Intelliswift - An LTTS Company.Your actual pay will be based on your skills and experience — talk with your recruiter... Show more

 • Promoted

Wealth Management BSA

Tata Consultancy ServicesToronto, ON, CA
Full-time

Tata Consultancy Services (TCS) is an equal opportunity employer and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to cr... Show more

 • Promoted

Senior Wealth Management Analyst – Onboarding & Aml

Iris Software Inc.Toronto, Canada
Full-time

A leading software consulting firm is seeking a Senior Wealth Management Business Systems Analyst for a hybrid position in Toronto, Ontario.The role involves creating key business documents, managi... Show more

 • Promoted

Wealth Management Program - Business Analyst

CognizantToronto, ON, CA
Full-time

Cognizant Consulting is more than Cognizant’s consulting practice—we’re a global community of 5,000+ experts dedicated to helping clients reimagine their business.Blending our deep industry and tec... Show more

 • Promoted

Analytical Investment Specialist in Wealth Management

Banque Nationale du CanadaRichmond Hill, York Region, CA
Full-time

Elevate your finance career as an Analytical Investment Specialist at National Bank Financial – Wealth Management.Utilize your analytical mindset to drive investment decisions and strategies.In thi... Show more

 • Promoted

Head of Wealth Management

GlassRatner CanadaToronto, ON, CA
Full-time

GlassRatner is pleased to partner with Foyston, Gordon & Payne Inc.FGP), in the recruitment of a Head of Wealth Management.FGP is a highly respected, independent, employee‑owned Canadian investment... Show more