Senior Financial Planner at Common Wealth
Commonwealth Retirement Advisors
Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial advice and education, empowering members to make confident decisions. Join a rapidly expanding team at Common Wealth that aims to make retirement security accessible to all Canadians. This hands-on position emphasizes empathetic planning and involves direct engagement with members while using digital tools. You will assist members with comprehensive financial plans and support innovative educational content, blending human connections with technology. Key Responsibilities:
- Collaborate with finance leaders to enhance financial planning offerings
- Develop and deliver tailored financial plans to members
- Utilize digital tools for clear financial modeling and recommendations
- Create educational content such as webinars and articles
- Foster collaboration across teams to meet member needs
- CFP® designation required
- Experience in holistic financial planning
- Skilled in financial planning software, especially Conquest
- Excellent communication for virtual presentations
- Passion for helping clients manage finances
Vacancy posted 13 hours ago
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