Retirement Planning Quality Reviewer
Canadian Imperial Bank of Commerce (Canada)
Bring retirement planning expertise to CIBC by reviewing complex client plans remotely, with occasional onsite attendance in Toronto. Analyze details and assumptions.This Financial Plan Review Consultant role focuses on retirement and education plan quality. You interpret supporting documentation, assess complex financial information, and identify risks or improvement opportunities. Through constructive feedback and consultation, you help Advisors and Leaders improve planning quality while supporting stronger tools, resources, and processes.Key Responsibilities:
Analyze retirement and education plans against established criteriaInterpret documentation and client notes from AdvisorsHighlight risks and improvement opportunities for LeadersFacilitate training for stakeholders and Talent Management partnersStay current on planning strategies and industry trendsRequirements:
Three or more years of financial planning experiencePersonal Financial Planner designation required or Certified Financial PlannerStrong knowledge of retirement planning processesExpertise in Defined Benefit, Defined Contribution, Hybrid, and Commuted ValuesStrong interpersonal, writing, and facilitation skillsUse retirement planning knowledge, analytical judgment, and effective consultation to validate CIBC financial plans and support continuous improvement.
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Analyze retirement and education plans against established criteriaInterpret documentation and client notes from AdvisorsHighlight risks and improvement opportunities for LeadersFacilitate training for stakeholders and Talent Management partnersStay current on planning strategies and industry trendsRequirements:
Three or more years of financial planning experiencePersonal Financial Planner designation required or Certified Financial PlannerStrong knowledge of retirement planning processesExpertise in Defined Benefit, Defined Contribution, Hybrid, and Commuted ValuesStrong interpersonal, writing, and facilitation skillsUse retirement planning knowledge, analytical judgment, and effective consultation to validate CIBC financial plans and support continuous improvement.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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