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Financial Planning Quality Reviewer - 5 Month Contract (Closed)

ARE YOU A FINANCIAL PLANNER LOOKING TO GROW YOUR CAREER WITH AN INDUSTRY LEADER? Our client is seeking an experienced Financial Planning Quality Reviewer to join them for a 5 month opportunity.

Financial Planning Quality Reviewer - 5 Month Contract

About the Opportunity

• The successful candidate will be responsible for providing financial plan quality review and feedback coaching for three lines of business; front line wealth professionals (P&C, PCD, HPB) as well as for HNW and UHNW plans created by our internal planning experts (WC, PWAs and FPSA)
• Provide subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance
• Ensure consistency and quality in the building of financial plans and the use of NaviPlan among planning professionals to ensure risk mitigation as well as supporting the client experience brand
• Mandated to check/promote/identify gaps and train/coach to ensure fundamental financial planning practices are adhered to in wealth plans presented to clients and, identify areas for development through the quality review findings

About You

• Financial Planner Designation – CFP, PFP or IQPF equivalent
• Hands on professional experience with NaviPlan
• Minimum of 5 year of financial planning experience within a banking or financial institution
• Intermediate MS Excel – (V-Look ups, sort, fill, store)

Pay Range
$32-$35/hour

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #15765.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

About Lannick

Lannick is the premier professional recruitment and staffing firm in the Greater Toronto Area. Founded in 1985, Lannick provides best-in-class finance, accounting and technology professionals at all roles and levels through its three divisions: Lannick Finance & Accounting, Pro Count Staffing and Lannick Technology. Lannick places more than 1,000 candidates annually and is a preferred vendor for Canada’s most successful organizations. Learn more at www.lannick.com.

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