Financial Plan Quality Consultant

Review complex financial plans remotely for CIBC, applying retirement and education planning expertise with occasional onsite work in Toronto. Improve accuracy through careful analysis.As a Financial Plan Review Consultant, you assess plan quality using established criteria and subject matter expertise. You validate inputs, assumptions, supporting documentation, and client notes from Advisors. Your recommendations help Financial Advisors and Leaders strengthen planning practices, manage risk, and build capability across the sales force.Key Responsibilities:
Review and report on financial plan qualityValidate plan inputs, assumptions, documentation, and client notesProvide feedback through written communication and consultation callsDevelop training content, job aids, and planning resourcesSuggest improvements to tools, processes, and operationsRequirements:
Minimum three years of practical financial planning experiencePersonal Financial Planner designation required, or Certified Financial PlannerExpertise in retirement and education planningKnowledge of Defined Benefit, Defined Contribution, and Hybrid PensionsFluency in French and EnglishApply financial planning analysis, retirement expertise, and clear communication to strengthen plan quality and Advisor capability at CIBC.
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