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.
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Senior Financial Planner, Retirement Planning & Education in Toronto employer: Common Wealth Retirement
Common Wealth Retirement is an exceptional employer dedicated to transforming the retirement landscape for Canadians. With a dynamic and flexible work environment, employees enjoy autonomy in their roles, ample opportunities for professional growth, and a commitment to diversity and inclusion. The company offers competitive benefits, including health and dental coverage, a generous vacation policy, and a supportive culture that empowers team members to make a meaningful impact on clients' financial futures.
