Financial Planner

About Common Wealth

Common Wealth exists to make retirement security accessible to all Canadians. As Canada’s fastest-growing group retirement provider, we serve over 1,800 employers 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 be a true partner in powering the growth of their business.

About the Opportunity

This is an opportunity to reinvent the way Canadians access financial advice. Unlike a traditional financial planning role, this position is not focused on selling products. Instead, you’ll be part of a team working to change how Canadians plan and make confident financial decisions, bringing high-quality advice and education to people for whom this traditionally hasn’t been accessible. You’ll connect with Common Wealth members, helping our members build financial security through empathetic planning, actionable insights, and ongoing personal partnership. As a Senior Financial Planner on the team, you will be relied upon to help build out our service offering, grow the practice, and support our members with more complex financial lives.

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 Planner

• You hold your CFP® designation

• You have experience providing holistic financial planning to individuals

• You are excited about working directly with clients

A Strong Communicator and Educator

• You 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.

Digitally Fluent and Member-Focused

• 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 industry

• Experience with Conquest financial planning software

• Experience as an advice-only financial planner

• Fluency in French

Why Work With Us

Working at Common Wealth provides you 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 deep expertise in the key disciplines necessary to help our customers achieve retirement success.

Benefits

• Salary of $100,000 – 120,000
• Medical, dental and vision benefits & HSA
• 5% employer match in our group retirement plan

• 4 weeks vacation

• Home Office Stipend
• Annual Learning & Development Budget
• Annual Company Summit