CIBC | Financial Plan Review Consultant (Bilingual) - Remote

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.

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.

• Industry: BFSI / Investments / Insurance