Experienced Financial Professional
Addition Wealth
part-time
Posted on:
Location Type: Remote
Location: Canada
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About the role
- Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth’s leadership team to create frameworks for expansion
Requirements
- One or more active professional designations including 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
Benefits
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
- Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business. This is a part-time, contract position.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningmanaged accountsinvestment advisorybudgetingdebt managementestate planningretirement planningstock optionscontent developmentprogramming
Soft Skills
communicationinterpersonal skills
Certifications
CFPPFAChFCregistered with CSA