Financial Data Support Specialist

• Position: Financial Data Support Specialist
• Location: Canada (Remote)
• Salary: $23-$27/hr
• Job Type: 1-month contract
• Posting Type: Open vacancy

Our client, a leading wealth management firm, is hiring Financial Data Support Specialists to support its Financial Planning team. This role is responsible for preparing client-ready financial planning documentation, maintaining accurate client data, and organizing files across financial planning systems. We are recruiting multiple candidates, and at least one successful candidate must be bilingual (English and French).

Key Responsibilities:

• - Review financial plans and generate client-ready PDF reports.
• - Organize and upload finalized documents using standardized naming conventions.
• - Validate and update client data across Voyant and Planworth.
• - Maintain accurate, organized client files for advisor access.
• - Identify and escalate documentation or data discrepancies.

Qualifications:

• - Experience in financial services, wealth management, or financial planning support preferred.
• - Familiarity with Voyant, Planworth, Microsoft Office, and OneDrive is an asset.
• - Strong attention to detail and organizational skills.
• - Ability to manage multiple priorities and work independently.
• - At least one successful candidate must be bilingual (English and French)

Please send your resume in Word version to [email protected].

REFER A TEMP HIRE AND EARN A BONUS! For details, click here.

CNESST permit numbers: AP-2000158 & AR-2000157

All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process.

#tor1