Common Wealth Retirement
Fintech • SaaS • B2B
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.
Account Executive
Job not on LinkedIn
3 days ago
Common Wealth Retirement
Fintech • SaaS • B2B
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
• Build and maintain a strong portfolio of advisor partners across BC • Understand advisor business models and help them grow their group retirement business • Deliver clear, compelling pitches and materials advisors can use with their employer clients • Provide ongoing support and coaching to help advisors generate and advance opportunities • Join advisor-led meetings to demo the platform and advance deals • Support proposals, paperwork, and contracting to move opportunities efficiently • Handle objections and clearly articulate Common Wealth’s value • Partner with internal teams to ensure smooth onboarding and strong employer experience
🎯 Requirements
• 2–4+ years in sales, customer success, partnerships, or consulting • Proven ability to manage a pipeline and meet sales targets • Valid driver’s license • Familiarity with group benefits, retirement services, or financial services • Experience working with advisors, brokers, or channel-driven sales models • Strong presentation and demo skills
🏖️ Benefits
• Competitive OTE of ~$100k+ • Health and dental benefits • Health Spending Account • 5% employer match into our group retirement plan • 4 weeks vacation
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