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Financial Plan Review Consultant - Remote at CIBC - ApplyBlast

Financial Plan Review Consultant - Remote

CIBC

3 months ago

4.3 on Glassdoor

Toronto, ON, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Financial Plan Review Consultant at CIBC, you will ensure the quality and accuracy of client financial plans, with a specific focus on retirement and education planning. You will provide constructive feedback to Financial Advisors, identify process gaps, and contribute to the development of training materials and operational tools. This role requires deep subject matter expertise in complex pension structures and the ability to influence stakeholders through written communication and consultation.

Responsibilities

Review and analyze complex financial plans for quality and accuracy
Provide constructive feedback to Financial Advisors and their leaders
Identify gaps in the planning process and recommend improvements
Design and deliver training content for stakeholders
Contribute to the development of operational tools and resources

Skills

Qualifications

Personal Financial Planner (PFP)Certified Financial Planner (CFP)

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.