Financial Plan Review Consultant

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.

At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC please visit

What Youll Be Doing

As a Financial Plan Review Consultant youll play a key role in ensuring the quality and accuracy of financial plans created for our clients. Youll leverage your deep expertise in financial planning (especially retirement and education planning) to conduct comprehensive reviews of complex financial plans using both established criteria and your own subject matter knowledge. By providing constructive feedback and actionable recommendations to Financial Advisors and their Leaders youll help drive continuous improvement and build capability across our sales force. Youll also identify gaps and opportunities in the planning process contribute to the development of tools and training materials and actively 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 in this role.

At CIBC we enable the work environment most optimal for you to thrive in your role. You caneffectively perform all workactivities remotely and will onlybe required to be on-site on anoccasional basis.

How Youll Succeed

• Financial Plan Quality Assessment Review analyze and report on the quality of financial plans with a particular focus on retirement and education plans using both standardized criteria and your 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 both written communication and one to one consultation calls where applicable.

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

• Youre a subject matter expert. You possess in-depth knowledge of the financial planning process with a strong focus on retirement plans including expertise in Defined Benefit Defined Contribution Hybrid Pensions and Commuted Values.

• Youre a skilled communicator. Your well-developed interpersonal writing and facilitation skills enable you to influence persuade and support others effectively.

• Youre resourceful and analytical. You excel at solving problems analyzing complex financial information and interpreting data to provide valuable insights.

• You thrive in collaborative environments. Youre a team player who works well with others and adapts easily to ambiguity and continuous change.

• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
  
  #LI-TA

What CIBC Offers

At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.

• We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay 25th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking Client Service Communication Customer Experience (CX) Detail-Oriented Improvement Projects Teamwork

Required Experience:

Contract

Experience: years
Vacancy: 1