Wealth Management Analyst

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 ...