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/hrResponsibilitiesReview completed financial plans against predefined quality standards, controls, and assessment criteriaEvaluate plans for accuracy, completeness, consistency, and adherence to sound financial planning principlesIdentify errors, gaps, risks, and areas for improvement; document findingsclearly and consistentlyEnsure all financial plans comply with internal policies, regulatory standards, and quality benchmarksTrack, analyze, and report quality review outcomes, trends, and recurring issues to foster continuous improvementCollaborate with team members and internal partners to clarify expectations and support quality objectivesPromote a culture of quality, attention to detail, and accountability within the wealth planning processDesired Skill-SetPost‑secondary education in finance, business, or a related field, or equivalent experienceFinancial planning experience through advisory, technical, or planning support rolesCertified Financial Planner (CFP®), PFP®, or QAFP® designationStrong understanding of core financial planning concepts (retirement, cash flow, investments, insurance, estate,



tax)Exceptional attention to detail and ability to evaluate complex information accuratelyStrong analytical, critical thinking, and judgment skillsAbility to interpret and apply criteria objectively and consistentlyExcellent written and verbal communication skills for documenting findings and providing feedbackPersuasive communication skills for virtual meetings with front‑line plannersProven ability to work effectively in a collaborative, team‑based environmentNice to HaveProficiency in Microsoft 365 tools (Excel, Word, Teams) and financial planning softwareBilingual in FrenchPersonal AttributesDetail‑oriented, methodical, and quality‑focusedComfortable working within a structured, repeatable review processCapacity to manage multiple reviews while meeting deadlinesTakes ownership and accountability for assigned tasksProfessional, objective, and respectful in all interactionsEducation and CertificationsFinancial 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.#J-18808-Ljbffr

📌 Wealth Planning Quality Analyst - C$40.4 - C$45.5 An Hour - Part Time (Winnipeg)
🏢 BeachHead
📍 Winnipeg