Senior Financial Planner, Retirement Planning & Education

Common Wealth is hiring a Senior Financial Planner to scale its digital-first planning offering and grow a client‑facing practice in Canada. You will partner with senior leadership to deliver personalized, comprehensive financial plans and mentor junior planners while developing webinars and written guides for members.

The role emphasizes empathetic planning, education, and scalable solutions using Conquest, with a focus on retirement readiness and complex financial situations.