Digital-First Financial Planner for Retirement Readiness in Ottawa

Digital-First Financial Planner for Retirement Readiness in Ottawa

Ottawa Full-Time On-site
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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: Talantir

O2E Brands is an exceptional employer that champions a dynamic and innovative work culture, perfect for those looking to make a significant impact in the marketing landscape. With a focus on employee growth and development, we offer unique opportunities to lead high-performing teams while driving ambitious brand strategies across our franchise portfolio. Located in a vibrant community, our commitment to fostering collaboration and creativity ensures that every team member plays a vital role in achieving our goal of $1.4B in revenue by 2030.

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Contact Details:

Talantir Recruitment Team