Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial advice and education, empowering members to make confident decisions.

Join a rapidly expanding team at Common Wealth that aims to make retirement security accessible to all Canadians. This hands-on position emphasizes empathetic planning and involves direct engagement with members while using digital tools. You will assist members with comprehensive financial plans and support cutting-edge educational content, blending human connections with technology.

Key Responsibilities:
• Collaborate with finance leaders to enhance financial planning offerings
• Develop and deliver tailored financial plans to members




• Utilize digital tools for explicit financial modeling and recommendations
• Create educational content such as webinars and articles
• Foster collaboration across teams to meet member needs

Requirements:
• CFP® designation required
• Experience in holistic financial planning
• Skilled in financial planning software, especially Conquest
• Excellent communication for virtual presentations
• Passion for helping clients manage finances

Shape the future of financial advice and elevate member experiences at Common Wealth.
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📌 Senior Financial Planner At Common Wealth Ontario
🏢 Commonwealth Retirement Advisors
📍 Ontario