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 quality
- Validate plan inputs, assumptions, documentation, and client notes
- Provide feedback through written communication and consultation calls
- Develop training content, job aids,



and planning resources
- Suggest improvements to tools, processes, and operations

Requirements:
- Minimum three years of practical financial planning experience
- Personal Financial Planner designation required, or Certified Financial Planner
- Expertise in retirement and education planning
- Knowledge of Defined Benefit, Defined Contribution, and Hybrid Pensions
- Fluency in French and English Apply financial planning analysis, retirement expertise, and explicit communication to strengthen plan quality and Advisor capability at CIBC.

📌 Financial Plan Quality Consultant (Toronto)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Toronto