CIBC
CIBC | Financial Plan Review Consultant (Bilingual)
RESUME MATCH
Upload your resume & find all jobs matching it
See how well this job fits you — plus every other live job that matches your skills and experience.
Upload ResumeFree check · 30 sec
PDF, DOCX or photo
PDF, DOCX or photo
Applying here? Tailor your resume to this job - see which keywords it asks for that your resume is missing.
Job Highlights
Responsibilities
- As a Financial Plan Review Consultant, you'll play a key role in ensuring the quality and accuracy of financial plans created for our clients.
- You'll 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, you'll help drive continuous improvement and build capability across our sales force.
- You'll 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.
- 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.
- 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.
- Identify opportunities for new training, job aids, and resources; design and deliver training content in partnership with Talent Management or directly to stakeholders.
Requirements
- 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/IQPF.
- Your well-developed interpersonal, writing, and facilitation skills enable you to influence, persuade, and support others effectively.
- Analytical Thinking, Client Service, Communication, Customer.
About the company
CIBC
CIBC is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Bank on your terms with CIBC – whether it’s in person, over the phone or online, CIBC has you covered."
Its finance, accounts, audit and tax openings in India are mostly in Toronto, Montréal, Sudbury and Vancouver.
