Financial Planner - Toronto

Only for registered members Toronto, Canada

11 hours ago

$60,000 - $80,000 (CAD)

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. · Abo ...

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.

You have 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.
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:
$60, $80,000.00

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

To Apply:
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. We look forward to hearing from you

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