Senior Financial Planner, Retirement Planning & Education

Common Wealth Retirement; Toronto; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision benefits &

HSA

5% employer match in group retirement

4 weeks vacation

Home Office Stipend

Annual Learning & Development Budget

Annual Company Summit

Job summary

Common Wealth is hiring a Senior Financial Planner to scale its digital-first planning offering and grow a client‑facing practice in Canada. You will partner with senior leadership to deliver personalized, comprehensive financial plans and mentor junior planners while developing webinars and written guides for members.

The role emphasizes empathetic planning, education, and scalable solutions using Conquest, with a focus on retirement readiness and complex financial situations.

Qualifications

• Must hold CFP® designation and provide holistic financial planning to individuals.
• Experience delivering holistic financial planning to clients.
• Excellent communication and education delivery skills.

Responsibilities

• Scale the financial planning function for the team and grow the practice.
• Engage plan members to build and review personalized financial plans.
• Create webinars, articles, and educational resources for members.
• Collaborate with Marketing, Product, Sales to align content with member needs.

Skills

CFP designation

Holistic financial planning

Strong communicator

Educator

Education

CFP designation

Tools

Conquest

Job description

Common Wealth is hiring a Senior Financial Planner to scale its digital-first planning offering and grow a client‑facing practice in Canada. You will partner with senior leadership to deliver personalized, comprehensive financial plans and mentor junior planners while developing webinars and written guides for members.

The role emphasizes empathetic planning, education, and scalable solutions using Conquest, with a focus on retirement readiness and complex financial situations.