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
Digital-First Financial Planner for Retirement Readiness in Ottawa employer: Commonwealth Retirement Advisors
Common Wealth is an exceptional employer that prioritizes employee growth and collaboration within a dynamic work culture. As part of our expanding financial planning team in the GTA, you'll enjoy meaningful engagement with plan members while contributing to impactful educational content, all within a supportive environment that fosters innovation and professional development.
Contact Details:
Commonwealth Retirement Advisors Recruitment Team
