Financial Plan Review Consultant (Bilingual)

Canadian Imperial Bank of Commerce (Canada); Montreal; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

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.

Qualifications

• Proven financial planning experience.
• Minimum of three years’ practical experience in financial planning.
• Must hold PFP designation or CFP/IQPF designation.

Responsibilities

• Financial Plan Quality Assessment – Review, analyze, and report on the quality of financial plans.
• Documentation & Validation – Review documentation to validate plan inputs and assumptions.
• Feedback & Risk Management – Provide constructive feedback to Advisors and Leaders.
• Training & Resource Development – Identify opportunities for training and create content.
• Continuous Improvement – Share insights to enhance planning tools and processes.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Detail-Oriented

Improvement Projects

Teamwork

Education

PFP designation

CFP designation/IQPF

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What You'll Be Doing

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. At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

How You'll Succeed

• Financial Plan Quality Assessment – 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.
• Documentation & Validation – Obtain, review, and interpret supporting documentation and client notes from Advisors to validate plan inputs and assumptions.
• Feedback & Risk Management – 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.
• Training & Resource Development – Identify opportunities for new training, job aids, and resources; design and deliver training content in partnership with Talent Management or directly to stakeholders.
• Continuous Improvement – Share insights and suggestions to enhance planning tools, processes, and operational effectiveness; stay current on financial and retirement planning strategies.

Who You Are

• You have proven financial planning experience.
• 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.
• You’re a subject matter expert.
• You possess in-depth knowledge of the financial planning process, with a strong focus on retirement plans, including expertise in Defined Benefit, Defined Contribution, Hybrid Pensions, and Commuted Values.
• You’re a skilled communicator.
• Your well-developed interpersonal, writing, and facilitation skills enable you to influence, persuade, and support others effectively.
• You’re resourceful and analytical.
• You excel at solving problems, analyzing complex financial information, and interpreting data to provide valuable insights.
• You thrive in collaborative environments.
• You’re a team player who works well with others and adapts easily to ambiguity and continuous change.
• You live your values.
• You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
• You're fluent in French and English to serve our clients in the community.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

QC-Montréal, 1155 René-Lévesque Blvd, Suite B1

Employment Type

Regular

Weekly Hours

37.5

Skills

• Analytical Thinking
• Client Service
• Communication
• Customer Experience (CX)
• Detail-Oriented
• Improvement Projects
• Teamwork

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.