Financial Plan Review Consultant - Remote

We’re building a relationship‑oriented bank for the modern world and need talented, passionate professionals dedicated to doing what’s right for our clients.

What You’ll Be Doing

As a Financial Plan Review Consultant, you’ll play a key role in ensuring the quality and accuracy of financial plans created for our clients. You’ll leverage your deep expertise in financial planning—especially retirement and education planning—to conduct comprehensive reviews of complex plans, providing constructive feedback and actionable recommendations to Financial Advisors and their Leaders. You’ll also identify gaps and opportunities in the planning process, contribute to the development of tools and training materials, and participate in special projects that enhance operational effectiveness. Building strong relationships with internal stakeholders and staying current on industry trends will be integral to your success.

How You’ll Succeed

• Financial Plan Quality Assessment – Review, analyse, and report on the quality of financial plans, with a particular focus on retirement and education plans, using both standardised criteria and subject‑matter expertise.
• Documentation & Validation – Obtain, review, and interpret supporting documentation and client notes from Advisors to validate plan inputs and assumptions.
• Feedback & Risk Management – Provide constructive feedback to Advisors and their Leaders, highlighting areas of risk and opportunities for improvement through written communication and one‑to‑one consultation calls.
• Training & Resource Development – Identify opportunities for new training, job aids and resources; design and deliver training content in partnership with Talent Management or directly to stakeholders.
• Continuous Improvement – Share insights and suggestions to enhance planning tools, processes, and operational effectiveness; stay current on financial and retirement planning strategies.

Who You Are

You have proven financial planning experience and a minimum of three years of practical experience. You hold a Personal Financial Planner (PFP) designation (required) or a Certified Financial Planner (CFP) designation.

• Subject matter expert with in‑depth knowledge of the financial planning process, especially retirement plans – Defined Benefit, Defined Contribution, Hybrid Pensions, and Commuted Values.
• Skilled communicator – well‑developed interpersonal, writing, and facilitation skills to influence, persuade and support others effectively.
• Resourceful and analytical – solve problems, analyse complex financial information, and interpret data to provide valuable insights.
• Collaborative – team player who works well with others, adapts easily to ambiguity and continuous change.
• Values – bring your real self to work and live our values of trust, teamwork and accountability.

What CIBC Offers

• Competitive salary and incentive pay.
• Banking benefits and a benefits programme.
• Defined benefit pension plan.
• Employee share purchase plan.
• Vacation offering, wellbeing support and MomentMakers social recognition programme.
• Paid Purpose Day for personal growth and development.

Job Location : Toronto – 81 Bay, 25th Floor

Employment Type : Regular

Weekly Hours : 37.5

Work environment: remote with occasional on‑site requirement.