Experienced Financial Professional (Fintech)

TL;DR

Experienced Financial Professional (Fintech): Conducting one-on-one sessions with employees on personal finance topics including stock options, real estate, estate planning, retirement, budgeting, and debt management with an accent on education and customer experience. Focus on contributing to content development, programming, product creation, and frameworks for company expansion.

Location: Canada only; remote, work from anywhere within Canada

Company

Transforming financial health by providing personalized financial expertise through digital tools, knowledge center, and top professionals as an employee benefit for leading companies.

What you will do

• Conduct one-on-ones with employees at partner companies on personal finance topics like stock options, real estate, estate planning, retirement, budgeting, and debt management
• Contribute to content development, programming, and product for financial wellness
• Partner with leadership to create frameworks for expansion in Canada

Requirements

• One or more active professional designations: CFP®, PFA™, or ChFC
• 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

Culture & Benefits

• Drive industry transformation and make financial insights accessible
• Focus on planning and clients; no marketing or sales required
• Access to proprietary technology for seamless work
• Flexible hours, part-time contract, work alongside your own business
• Impact technology, company, and culture through feedback