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Experienced Financial Professional (Canada Only; Professional Designations Required)

1 month, 4 weeks ago
Canada
Contract
Mid Level
Financial Analyst
Finance and Accounting
Apply Now
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised
View All Jobs 14

Description

  • Conduct one-on-one financial guidance sessions with employees at partner companies.
  • Provide education on personal finance topics such as stock options, real estate, estate planning, retirement, budgeting, and debt management.
  • Contribute to content development, programming, and product initiatives.
  • Partner with Addition Wealth’s leadership team to create frameworks for expansion.
  • Help guide and shape the company’s strategy for delivering financial wellness services.
  • Support the delivery of best-in-class customer experience for employees using the platform.

Requirements

  • Must be located in Canada.
  • One or more active professional designations, such as CFP® (Certified Financial Planner), PFA™ (Professional Financial Advisor), or ChFC (Chartered Financial Consultant).
  • Must be registered with the CSA (Canadian Securities Administrators).
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory.
  • Outstanding verbal and written communication skills.
  • Passion for financial planning and providing a great customer experience.
  • Ability to work part-time as an անկախ contractor.
  • Flexible to work alongside your own business or other commitments (preferred).

Benefits

  • Part-time, contract position.
  • Remote work from anywhere.
  • Flexible hours with no required minimum number of hours.
  • Opportunity to work alongside your own business.
  • No marketing or sales calls required.
  • Access to Addition’s proprietary technology.
  • Opportunity to help build new financial products.
  • Backed by experienced fintech investors and founders.

Interested in this position?

Apply directly on the company website

Apply Now

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