Financial Wealth Planner- Team Lead

Are you passionate about ensuring financial planning quality? Apply Now!

Working with one of our top financial clients, this role calls for a Financial Wealth Planner- Team lead. The Financial Wealth Planner- Team lead is responsible for reviewing completed financial plans to verify they meet established quality standards, regulatory requirements, and internal best practices. This position offers an excellent opportunity for recent graduates or employees seeking to gain valuable experience in the financial planning industry within a collaborative, supportive environment.

Pay rate range (CAD): $40.41/hr – $48.50/hr

Responsibilities

Review completed financial plans against predefined quality standards, controls, and assessment criteria
Evaluate plans for accuracy, completeness, consistency, and compliance with sound financial planning principles
Identify and document errors, gaps, risks, or areas for improvement with clarity and consistency
Ensure plans align with internal policies, regulatory expectations, and quality benchmarks
Track, analyze, and report quality review outcomes, trends, and recurring issues for continuous improvement
Collaborate with team members and internal partners to clarify expectations and support quality objectives
Foster a culture of quality, detail orientation, and accountability within the wealth planning process
Desired Skill-Set

Post-secondary education in finance, business, or related field, or equivalent experience
Financial planning experience via advisory, technical, or planning support roles
Certified Financial Planner (CFP), Pinnacle Financial Planning (PFP), or Qualified Associate Financial Planner (QAFP) designation
Strong knowledge of core financial planning concepts (retirement, cash flow, investments, insurance, estate, and tax considerations)
Exceptional attention to detail with the ability to evaluate complex information accurately
Analytical, critical thinking, and sound judgment skills
Ability to interpret and apply review criteria consistently and objectively
Excellent written and verbal communication skills for documenting findings clearly
Persuasive communication skills to guide front-line planners in preparing corrected plans via virtual meetings
Proven ability to work effectively within a collaborative, team-based environment
Nice to Have

Proficiency in Microsoft 365 tools (Excel, Word, Teams) and financial planning software
Bilingual in French