Financial Planner

Talantir; Toronto; Remote; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Health Spending Account

4 weeks vacation

Home Office Stipend

Top of the line hardware

Annual Learning & Development Budget

Job summary

Common Wealth is expanding its financial planning team in Canada. As a Financial Planner, you will deliver personalized retirement planning using Conquest and create educational content to reach members at scale.

You’ll work directly with plan members and collaborate with Marketing and Product to align content with member needs. This early hire role blends hands-on member engagement with scalable planning, education, and content creation in a fast-growing team, with GTA preference for in-office

Qualifications

• Recognized financial planning designation such as QAFP or PFP.
• Willingness to pursue CFP within 12 months.
• Experience providing financial planning to individuals.

Responsibilities

• Deliver personalized financial plans to plan members.
• Contribute to webinars, articles and educational content.
• Model scenarios and provide clear recommendations for action.
• Support the growth and scaling of the financial planning function.
• Engage with members in a digital-first environment while maintaining a high-touch experience.

Skills

Financial planning

Client communication

Public speaking

Content creation

Education

QAFP or PFP designation

CFP designation or commitment to complete within 12 months

Tools

Conquest

Job description

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: Partner closely with the Senior Manager, Financial Planning to help evolve and scale Common Wealth’s financial planning offering.
• Contribute ideas, feedback, 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, 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 a recognized financial planning designation such as QAFP or PFP, and either hold your CFP designation or are committed to completing it within your first 12 months in the role.
• Experience providing financial planning support to individuals and are comfortable working directly with clients.
• A Strong Communicator and Educator: You enjoy helping people understand their finances and feel empowered to make informed decisions.
• You’re comfortable 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
• Strong Canadian tax and investment knowledge
• Fluency in French

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

• Join a mission-driven company transforming retirement in Canada
• High-growth environment with autonomy and clear career pathways
• Competitive Compensation: $80,000.00 - $100,000.00
• Medical, dental and vision benefits
• Health Spending Account
• 5% employer match into our group retirement plan
• 4 weeks vacation
• Home Office Stipend
• Top of the line hardware
• Annual Learning & Development Budget
• Flex Holiday and Summer Friday Program
• Annual Company Summit

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.