Location: Winnipeg, MB (Remote-friendly within Canada)

Type: Full-time

Compensation: Salary + bonuses (competitive; details shared in interview)

Start Date: September 2026

About Pathway Wealth
Pathway Wealth is one of Canada's fastest-growing fee-for-service financial planning firms, built around a YouTube-driven education model and a deep commitment to retirement planning done right. We are growing fast and we need another exceptional planner to help us serve the demand we've built.

We do three things exceptionally well: discovery, planning, and clarity. No product pushing. No hidden agendas. Just honest, comprehensive financial plans for Canadians approaching or in retirement.

The Role
You’ll be doing exactly what our founder does — running a full client planning process from discovery to plan presentation to what-if scenarios. This is a high-volume, high-quality role for someone who loves the craft of financial planning and wants their bonus income tied directly to their output.

What you’ll do:

Conduct discovery meetings with current clients (retirement-focused, pre- and post-retirement)

Build comprehensive financial plans using Snap Projections

Present plans and run scenario/what-if sessions with clients

Handle CPP/OAS strategy,



tax-efficient withdrawal planning, RRSP/RRIF/TFSA optimization, estate planning basics, and insurance gap identification

Collaborate with our intake coordinator and admin team (you focus on planning, not paperwork)

Target: 10 plans/month at full capacity

What We're Looking For
Must-have:

QAFP or CFP designation (active)

Strong retirement planning knowledge: CPP, OAS, RRIF, LIF, pension income splitting, decumulation strategies

Comfortable running client-facing meetings independently

Excellent communicator: warm, clear, and confident on video calls

Nice-to-have:

Experience with Snap Projections, or willingness to learn

Insurance background (life, disability, critical illness)

Familiarity with fee-for-service or advice-only planning models

Located in Winnipeg (absolutley not a deal breaker)

Compensation & Structure

$100,000 Base salary + bonus

Bonuses tied to company profitability

Transparent pay structure; you'll know what your colleagues earn and why

Culture

Small, high-trust team (currently 4 people)

Adaptable schedule

Mistakes handled with grace: we fix them, learn, and move on
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📌 Financial Planner Virtual/hybrid Manitoba
🏢 Pathway Wealth
📍 Manitoba