Financial Planner - Virtual/Hybrid

Financial Planner (CFP) — Pathway Wealth

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 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:

• CFP designation
• 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
• Group benefits
• Bonuses tied to company profitability
• Transparent pay structure; you'll know what your colleagues earn and why

Culture

• Small, high-trust team (currently 5 people)
• Flexible hours
• Mistakes handled with grace: we fix them, learn, and move on

How to Apply

Send a short note or video note about why this role fits you + your resume to katie@pathwaywealth.ca. No cover letter template needed.

Ideal start date is January 2027.