Location: Canada
This role is open to candidates based anywhere in Canada. While we are considering applicants from across the country, we have a strong preference for candidates located within the Greater Toronto Area (GTA) to support periodic in-office collaboration.
About Common Wealth
Common Wealth is Canada’s fastest growing group retirement provider. Our award-winning digital platform helps Canadians plan, save, and build secure retirement income. We partner with a nationwide network of advisors and employers, empowering them with modern tools and insights. We are driven by a mission to make financial security in retirement more accessible to everyone.
Unlike a traditional financial planning or advisory role, this position is not focused on selling products, prospecting, or building a personal book of business. Instead, you’ll be part of a team working to change how Canadians access financial planning, bringing high-quality advice and education to people for whom this traditionally hasn’t been accessible. You’ll connect with members through their workplace retirement plan and transition into to a financial planning relationship, helping them build retirement security through consistent saving, practical planning, and clear next steps.
About the Role
Reporting to the Senior Manager, Financial Planning, the Financial Planner will play a key role in scaling Common Wealth’s financial planning function. As an early hire on a fast-growing team, this is a hands-on role that blends direct member engagement with scalable planning, education and content creation.
You will work directly with plan members to deliver personalized financial plans using Conquest as the core planning tool, 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 enjoys both building one-on-one relationships and creating content that reaches members at scale.
What You’ll Do
Support the Growth of the Financial Planning Function
Contribute ideas, feedback, and structure as the function grows, with an eye toward member experience, member outcomes, and operational efficiency.
Deliver Personalized Financial Planning
Create and Deliver Financial Education
Support the development and delivery of financial education initiatives, including webinars, articles, and other digital content.
Who You Are
A Developing or Established Financial Planner
A Strong Communicator and Educator
Digitally Fluent and Member-Focused
Nice to Have
Why work with us:
Common Wealth is a fast-growing company with a mission to change the lives of Canadians. You’ll be joining a dynamic and flexible work environment where you have the autonomy to shape your role. You’ll have ample opportunities to learn, grow, and advance within the organization while contributing to improving the Canadian retirement landscape. Total compensation includes:
To Apply:
We are a respectful workplace committed to building a skilled and diverse workforce. We believe in fostering an inclusive work environment where all individuals have an opportunity to succeed. We welcome and encourage applications from everyone. We look forward to hearing from you!
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