Financial Plan Review Consultant

CIBC US

Financial Plan Review Consultant at CIBC ensuring quality and accuracy of financial plans for clients. Conducting reviews, providing feedback, and contributing to tools and training development.

Posted 7/3/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning with a strong focus on retirement plans, including Defined Benefit, Defined Contribution, and Hybrid Pensions. Capable of providing actionable recommendations and building relationships with stakeholders while contributing to operational effectiveness.

Highest-signal resume keywords

Personal Financial Planner (PFP) DesignationCertified Financial Planner (CFP) DesignationIn-Depth Knowledge of Financial Planning ProcessExpertise in Defined Benefit and Defined Contribution PlansStrong Interpersonal and Writing Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRetirement PlanningDefined Benefit PlansDefined Contribution PlansHybrid PensionsCommuted ValuesData AnalysisProblem Solving

Soft Skills

Interpersonal SkillsWriting SkillsFacilitation SkillsResourcefulnessAnalytical Thinking

Certifications & Qualifications

Personal Financial Planner (PFP)Certified Financial Planner (CFP)

Industry Keywords

Financial PlansOperational EffectivenessStakeholder RelationshipsIndustry Trends

About the role

Key responsibilities & impact

ensuring the quality and accuracy of financial plans created for clients
conduct comprehensive reviews of complex financial plans
providing constructive feedback and actionable recommendations to Financial Advisors and their Leaders
identifying gaps and opportunities in the planning process
contributing to the development of tools and training materials
actively participating in special projects that enhance operational effectiveness
building strong relationships with internal stakeholders
staying current on industry trends

Requirements

What you’ll need

minimum of three years’ practical experience in financial planning
Personal Financial Planner (PFP) designation (required) or a Certified Financial Planner (CFP) designation
in-depth knowledge of the financial planning process
strong focus on retirement plans
expertise in Defined Benefit, Defined Contribution, Hybrid Pensions, and Commuted Values
well-developed interpersonal, writing, and facilitation skills
resourceful and analytical
ability to solve problems, analyze complex financial information, and interpret data
ability to work collaboratively in team environments
strong adherence to values - trust, teamwork, and accountability

Benefits

Comp & perks

competitive salary
incentive pay
banking benefits
a benefits program
defined benefit pension plan
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program