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Addition

Posted 51 months ago

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Experienced Financial Professional (Canada Only; Professional Designations Required)

CanadaRemoteContract

AI Summary

Part-time, contract financial professional in Canada who conducts one-on-one education for employees, supports content and product development, and partners with leadership to expand Addition Wealth's financial wellness platform.

About this role

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit.

Addition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in Canada who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would join our team of financial professionals in Canada, helping guide and shape Addition Wealth’s strategy for delivering best-in-class financial wellness.

What you will do

  • 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

    • Preferred Qualifications

  • 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

    • Why work with Addition Wealth

  • 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.

    • Skills

    BudgetingCanadian Securities RegulationsCFPChFCContent DevelopmentCSA RegistrationDebt ManagementEducation/personal Finance CoachingEstate PlanningFinancial PlanningFinancial Wellness PlatformsInvestment AdvisoryManaged AccountsOne-on-one Client EducationPFAProgramming Of Financial Education FrameworksProprietary TechnologyReal Estate GuidanceRetirement PlanningStock Options Guidance

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