Financial Planner

🕒 September 25

🇨🇦 Canada – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 1%

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Common Wealth Retirement

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

🛡️ Insurance

🏥 Healthcare

💼 Consulting

Insurance • Healthcare • Consulting

Common Wealth Retirement is an award-winning Canadian digital retirement platform that provides modern group retirement plans and technology-driven services for employers, financial advisors, and plan members. The company offers a SaaS-style platform with streamlined onboarding and administration, built-in personalized planning tools (retirement calculators), and an investment approach focused on lowering fees and optimizing retirement outcomes. Common Wealth emphasizes user experience, customer support, and innovation to help organizations offer accessible workplace retirement benefits and to help members maximize their retirement savings.

📋 Description

• Partner with the Head of Finance and Strategy and Financial Planning team to scale the financial planning offering • Support the design and delivery of a differentiated member service model • Contribute ideas and structure as the function grows, focusing on member experience, outcomes, and operational efficiency • Work directly with plan members to build and review comprehensive financial plans • Focus on retirement readiness and retirement income planning • Use digital tools to model scenarios, provide clear recommendations, and help members take action • Support members across planning needs in a digital-first environment while maintaining a high-touch human experience • Develop and deliver financial education initiatives, including webinars, articles, and digital content • Translate complex financial topics into clear, practical, and engaging guidance • Collaborate with Marketing, Product, Sales, and other internal teams

🎯 Requirements

• CFP® designation • Experience providing holistic financial planning to individuals • Excited about working directly with clients • Skilled at presenting to groups virtually • Experience contributing to written content such as articles or guides • Confidence working in a digital-first environment • Comfortable using financial planning software; experience with Conquest is a strong asset • Passion for technology and financial planning • Nice to have: experience in the group retirement or benefits industry • Nice to have: experience with Conquest financial planning software • Nice to have: experience as an advice-only financial planner • Nice to have: fluency in French

🏖️ Benefits

• Medical, dental and vision benefits & HSA • 5% employer match in our group retirement plan • 4 weeks vacation • Home Office Stipend • Annual Learning & Development Budget • Annual Company Summit

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