Found Description
Become a key player in financial planning at CIBC. As a Financial Plan Review Consultant, leverage your expertise to enhance client financial strategies with remote flexibility.
This role calls for a consultant with at least three years of financial planning experience and a Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation. You will conduct thorough reviews of complex plans focused on retirement and education, providing valuable feedback to advisors. Collaborate closely with teams to develop resources and training materials that bolster services and operational effectiveness.
Key Responsibilities:
• Review and analyze the quality of financial plans
• Validate plan inputs through supporting documentation
• Provide constructive feedback to Advisors and Leaders
• Develop new training and resource materials
• Share insights for continuous improvement
Requirements:
• Minimum three yea...
This role calls for a consultant with at least three years of financial planning experience and a Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation. You will conduct thorough reviews of complex plans focused on retirement and education, providing valuable feedback to advisors. Collaborate closely with teams to develop resources and training materials that bolster services and operational effectiveness.
Key Responsibilities:
• Review and analyze the quality of financial plans
• Validate plan inputs through supporting documentation
• Provide constructive feedback to Advisors and Leaders
• Develop new training and resource materials
• Share insights for continuous improvement
Requirements:
• Minimum three yea...