Analyst, Personal Independence

Posting Start Date: 6/25/26

Job Type: PermanentWork Model: HybridReference code: 133766Primary Location: Toronto, ONAll Available Locations: Toronto, ON; Brossard, QC; Burlington, ON; Kitchener, ON; Laval, QC; Montreal, QC; Ottawa, ON; Quebec City, QC

Our Purpose

At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.

By living our Purpose, we will make an impact that matters.

Have many careers in one Firm. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Learn from deep subject matter experts through mentoring and on the job coaching

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If you are customer service driven with an attention to detail this is the role for you!

What will your typical day look like?

As an analyst, your responsibilities will include:

Key resource for partners, their spouses and brokers/advisors on Independence related matters Interpretation of Independence policy and GIMS reporting requirements In-person and phone consultations for new Partner onboarding Interpretation of BDIP policy and individual enrolment obligations and follow up GIMS account maintenance, assistance with self-clear and system notifications; identification of required compliance actions Account review and reconciliation to ensure accuracy and completeness; proactive identification of potential independence concerns Preclearance of investments for permissibly based on ruleset and location GIMS Audit preparation assistance for Partners, including responding to queries and assisting with audit submission Ongoing education and support of partners via desk-side visits or telephone calls Key resource for the broader Independence teams (GIMS Audit and BDIP) Timely response to queries received via outlook and ServiceNow Appropriate & thorough record retention of actions and supporting documentation Research of non-standard securities providing operational support to GIMS update process and related monitoring activities Routine and special projects related to GIMS system and/or Independence Group

About The Team

As an Analyst in our Quality & Risk Management team, a part of Deloitte’s National Office, you will play a pivotal role in assisting the firm with ensuring the financial independence of all of our people across Canada. This role will give you an opportunity to gain knowledge regarding certain Canadian and International Regulatory Rules and Deloitte policies with which Deloitte and all of our people must be in compliance. You will be a part of a team responsible for assessing compliance with the Regulatory Rules and Firm Independence Policies.

Enough About Us, Let’s Talk About You

You are someone with these required skills:

Proven attention to detail and accuracy, including the ability to follow required processes and apply analytical skills Strong organization and process management skills with ability to prioritize work demands Commitment to professional and client service excellence with demonstrated ability to work with others effectively in a team environment Understanding of personal financial investment options in the Canadian marketplace

It would be great for you to have some of these nice to have’s as well:

Bilingualism in French and English - written and verbal (Due to the nature of the role having interactions with National & Global clients, English is required for this position)

Total Rewards

The salary range for this position is $47,000 - $78,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte Days", dedicated days of for learning (known as Development and Innovation Days), flexible work arrangements and a hybrid work structure.

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.

We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.

You Shape How We Make Impact.

Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.

Be the leader you want to be

Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.

Have as many careers as you want.

We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.

The next step is yours

At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan and the BlackNorth Initiative.

We encourage you to connect with us at accessiblecareers@deloitte.ca if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or indigenouscareers@deloitte.ca for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).

When you apply, we will review your application using Deloitte's Global Talent Standards to ensure a consistent recruitment experience. Our recruitment advisors and hiring teams will utilize human screening combined with AI technology to help identify the skills and qualities that matter most to our business, while safeguarding your privacy and using AI responsibly.

Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We acknowledge this land is still home to many First Nations, Inuit, and Métis Peoples, who continue to maintain their deep connection to the land and its sacred teachings. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability.