Experienced Financial Professional (Canada Only; Professional Designations Required) (Fintech)

Location: Remote, Canada only. Flexible hours and work from any location within Canada; no dedicated number of hours required.

Company

hirify.global provides digital financial wellness tools, educational content, and access to financial professionals through employee benefits programs.

What you will do

• Conduct one-on-one sessions with employees of partner companies on stock options, real estate, estate planning, retirement, budgeting, debt management, and other personal finance topics.
• Provide financial education and guidance while delivering a strong customer experience.
• Contribute to content development, programming, and financial wellness products.
• Partner with leadership to create frameworks for company expansion.

Requirements

• Hold one or more active professional designations, including CFP® (Certified Financial Planner), PFA™ (Professional Financial Advisor), or ChFC (Chartered Financial Consultant).
• Have at least 4 years of experience in financial planning, managed accounts, or investment advisory.
• Demonstrate outstanding verbal and written communication.
• Be located in Canada.

Culture & Benefits

• Part-time contractor engagement with flexible hours and no required number of hours.
• Work remotely from the location of choice within Canada.
• Work alongside an existing business is permitted.
• Focus on financial planning and clients without responsibility for marketing or sales calls.
• Access hirify.global's proprietary technology.
• Provide feedback that influences financial products, technology, company, and culture.