Wealth Compliance & Analytics Analyst (Canada)

Aviso; Toronto; On-site; CAD 68,000 - 78,000; Full time

Benefits offered by this job

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Matching contributions to retirement program

Learning & development opportunities

Job summary

A prominent wealth management firm in Toronto is seeking a Compliance Analyst to oversee compliance initiatives and ensure regulatory adherence within the Canadian financial framework. The position emphasizes strong analytical, communication, and problem-solving skills, with a focus on collaboration. The successful candidate will review compliance documentation, analyze financial data, and support risk management efforts. The role offers competitive compensation, including an annual salary range of $68,000 to $78,000 CAD.

Qualifications

• 3–5 years of experience in financial services, insurance, financial analysis, or administrative roles.
• Strong knowledge of Canadian account types and regulatory requirements.
• Experience with data analysis and visualization.

Responsibilities

• Review client and compliance documentation to identify potential policy violations.
• Analyze and reconcile financial data to ensure regulatory adherence.
• Support projects aimed at improving compliance processes.

Skills

Analytical skills

Attention to detail

Communication skills

Problem-solving

Education

Bachelor's degree or Diploma in Business, Finance, Accounting

Canadian Securities Course (CSC) or Investment Funds in Canada (IFC)

Tools

Microsoft Excel

SQL

Business Intelligence (BI) Tools

Job description

A prominent wealth management firm in Toronto is seeking a Compliance Analyst to oversee compliance initiatives and ensure regulatory adherence within the Canadian financial framework. The position emphasizes strong analytical, communication, and problem-solving skills, with a focus on collaboration. The successful candidate will review compliance documentation, analyze financial data, and support risk management efforts. The role offers competitive compensation, including an annual salary range of $68,000 to $78,000 CAD.