Remote Financial Plan Quality Reviewer

CIBC; 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

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.