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 (https://www.cibc.com/en/about-cibc.html)
**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 a...
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 (https://www.cibc.com/en/about-cibc.html)
**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 a...