Financial Planner

About Common Wealth
Common Wealthexists to make retirement security accessible to all Canadians. As Canada’s fastest-growing group retirement provider, we serve over 1,800employers across the country and are helping tens of thousands of Canadians build long-term financial security. Our award-winning retirement platform makes it easy for employers of all sizes to offer competitive retirement benefits, empowers members to build wealth with confidence, and equips advisors with tools to better serve their clients. We work closely with a rapidly expanding network of advisors, for whom we strive to bea true partner in powering the growth of their business.About the Opportunity
This is an opportunity toreinvent the way Canadians access financial advice.Unlike a traditionalfinancial planningrole, this position is not focused on selling products. Instead,you’llbe part of a team working to change how Canadiansplan andmakeconfidentfinancial decisions, bringing high-quality advice and education to people for whom this traditionallyhasn’tbeen accessible.You’llconnect withCommon Wealthmembers, helping our members buildfinancialsecurity throughempathetic planning,actionable insights, andongoing personal partnership.As a Senior Financial Planner on the team, you will berelied upon tohelp build out ourserviceoffering, grow thepractice,and support ourmembers withmorecomplex financiallives.About the Role
You will play a key role in scaling Common Wealth’s financial planning function, which sits at the heart of our member experience. As an early hire on a fast-growing team, this is a hands‑on role that blends direct member engagement with entrepreneurialism focused on scalable advice, blending human and digital planning to deliver value.You Will engage directly with plan members to deliver personalized financial plans using Conquest, while also contributing to webinars, articles, and other educational resources that help members build confidence and clarity on their financial journey. This role is ideal for a planner who is passionate about technology, enjoys building trusted one‑on‑one relationships, and thrives when taking on new and exciting challenges.What You’ll Do
Support the Growth of the Financial Planning Function
Partner closely with the Head of Finance and Strategy and the Financial Planning team to help scale the financial planning offering.Support the design and delivery of a truly differentiated member service model.Contribute ideas, and structure as the function grows, with an eye toward member experience, member outcomes, and operational efficiency.Deliver Personalized Financial Planning
Work directly with plan members to build and review comprehensive financial plans, with a strong focus on retirement readiness and retirement income planning.Use digital tools to model scenarios, provide clear recommendations, and help members take action with clarity and confidence.Support members across a range of planning needs in a digital-first environment, while maintaining a high-touch, human experience.Create and Deliver Financial Education
Support the development and delivery of financial education initiatives, including webinars, articles, and other digital content.Translate complex financial topics into clear, practical, and engaging guidance for members.Collaborate with Marketing, Product, Sales, and other internal teams to ensure educational content aligns with member needs and business priorities.Who You Are
A Developing or Established Financial PlannerYou hold your CFP® designationYou have experience providing holistic financial planning to individualsYou are excited about working directly with client sYou enjoy helping people take charge of their finances and feel empowered to make informed decisions.You’re skilled at presenting to groups virtually and contributing to written content such as articles or guides.You’re confident working in a digital-first environment and comfortable using financial planning software (experience with Conquest is a strong asset).You value efficiency, clarity, and great member experiences, without losing sight of the importance of human connection.You're energized by the pace of change in fintech and bring a growth mindset, eager to experiment, iterate, and help shape how AI and emerging tools transform the financial planning experience for members.Nice to Have
Experience in the group retirement or benefits industryExperience with Conquest financial planning softwareExperience as an advice-only financial plannerFluency in FrenchWhy Work With Us
Working atCommon Wealthprovidesyou the opportunity to work in a high-growth business that is changing the lives of Canadians. In addition to a competitive salary, you will receive many benefits including a 5% employer match into one of our award-winning group retirement plans. Our growing team combines deepexpertisein the key disciplines necessary to help our customers achieve retirement success.Benefits
Salary of $100,000 –120,000Medical, dental and vision benefits & HSA5% employer match in our group retirement plan4weeks vacationHome Office StipendAnnual Learning & Development BudgetAnnual Company Summit
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