Common Wealth Retirement

As an early hire on a fast-growing team, this is a hands-on role that blends direct member engagement with entrepreneurialism focused on scalable advice, blending human and digital planning to deliver value.

This is an opportunity to reinvent the way Canadians access financial advice. Unlike a traditional financial planning role, this position is not focused on selling products. Instead, you’ll be part of a team working to change how Canadians plan and make confident financial decisions, bringing high-quality advice and education to people for whom this traditionally hasn’t been accessible.

Reporting to the Director of Account Management, you'll own the employer relationship from the moment a deal closes through the life of the partnership. Today, people working for small and mid-sized employers are left to build retirement savings on their own, which leads to inefficient savings and poor outcomes. Our Account Managers are how we change that: getting plans live, getting employees enrolled and contributing, and keeping employers and their advisors confident in Common Wealth year after year. This is a high-volume, scaled role, with each Account Manager supporting a portfolio of several hundred employers.

This role is ideal for someone earlier in their sales career (~2–4+ years) who wants accelerated responsibility, a steep learning curve, and meaningful earning potential as part of a high-growth startup environment. We follow a B2B consultative sales approach including tasks such as: live platform demos, leading webinars, in person training and we value relationship management over transactional selling.