CIBC is seeking a Financial Plan Review Consultant in Montreal to ensure high-quality financial plans, especially retirement and education planning. You will review plans, validate inputs, and provide actionable recommendations to Advisors and Leaders, supporting continuous improvement across the sales force.
You will identify gaps in the planning process, contribute to tool and training material development, and stay current on industry trends.
📌 Remote Financial Plan Quality Reviewer (Montreal)
🏢 CIBC
📍 Montreal
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