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 quick 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 new 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)
Solid 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)
Flexible hours
Mistakes handled with grace: we fix them, learn, and move on
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📌 Financial Planner Virtual/hybrid Winnipeg
🏢 Pathway Wealth
📍 Winnipeg