Financial Plan Review Consultant (Bilingual) - Remote

Overview

This role supports the quality and accuracy of financial plans created for clients. Using expertise in financial planning—particularly retirement and education planning—you will conduct comprehensive reviews of complex plans, provide constructive feedback to Financial Advisors and their Leaders, and help improve planning tools, training materials, and overall operational effectiveness.

Work is primarily remote, with only occasional on-site attendance required.

Responsibilities

• Review, analyze, and report on the quality of financial plans, with a focus on retirement and education plans, using both standardized criteria and subject matter expertise
• Obtain, review, and interpret supporting documentation and client notes from Advisors to validate plan inputs and assumptions
• Provide constructive feedback to Advisors and their Leaders, highlighting risk areas and opportunities for improvement through written communication and one-to-one consultation calls (where applicable)
• Identify opportunities for new training, job aids, and resources; design and deliver training content in partnership with Talent Management or directly to stakeholders
• Share insights to enhance planning tools, processes, and operational effectiveness
• Contribute to special projects that improve operational effectiveness
• Stay current on financial and retirement planning strategies and industry trends
• Build and maintain strong relationships with internal stakeholders

Requirements

• Minimum of three years of practical experience in financial planning
• Hold either a Personal Financial Planner (PFP) designation (required) or a Certified Financial Planner (CFP) designation/IQPF
• In-depth knowledge of the financial planning process, with strong focus on retirement plans, including expertise in:
  • Defined Benefit
  • Defined Contribution
  • Hybrid Pensions
  • Commuted Values
• Strong interpersonal, writing, and facilitation skills to influence and support others effectively
• Strong analytical and problem-solving skills to interpret complex financial information and provide actionable insights
• Ability to work collaboratively and adapt to ambiguity and continuous change
• Fluent in French and English

Preferred Qualifications

• Experience reviewing complex financial plans and providing feedback to advisory teams and leadership

Compensation & Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program*
• Defined benefit pension plan*
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• Social, points-based recognition program
• Paid “Purpose Day” (paid day off dedicated to growth and development)

*Subject to plan and program terms and conditions

Location

Toronto-81 Bay, 25th Floor

Employment Details

• Employment type: Regular
• Weekly hours: 37.5

Additional Information

• Applicants must be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
• The recruitment process may include an attribute-based assessment and other skills tests (such as simulation, coding, and French proficiency).
• Artificial intelligence tools may be used during the recruitment process.
• Accommodations are available for applicants who need them.