Certified Financial Planner : Canada

LearnLux; Quebec; Remote; CAD 70,000 - 95,000; Full time

Job summary

LearnLux is seeking a remote CFP or equivalent in Canada to provide personalized financial guidance. Key responsibilities include client engagement over various digital platforms, adapting methods to local regulations, and collaborating on content creation for the LearnLux platform. Ideal candidates will have the necessary certifications, fluency in both English and French, and a passion for helping clients manage their financial futures. Join a diverse and inclusive team focused on workplace financial wellbeing.

Qualifications

• Minimum qualifications in CFP or equivalent.
• Experience in various personal finance areas: Retirement, Equity Compensation, investments.
• Ability to educate and engage clients effectively.

Responsibilities

• Engage with clients remotely to provide financial guidance.
• Advise and adapt LearnLux methodology to fit Canadian contexts.
• Facilitate engagement campaigns for employer partners.

Skills

Client Engagement

Financial Planning

Budgeting

Debt Management

Investment Knowledge

Fluency in English

Fluency in French

Education

CFP (Certified Financial Planner)

QAFP (Qualified Associate Financial Planner)

PFP (Personal Financial Planner)

RRC (Registered Retirement Consultant)

Job description

LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We're a remote-first company, backed by prominent operators such as Ashton Kutcher's fund Sound Ventures and Salesforce CEO Marc Benioff.

About the Role

LearnLux is looking for a CFP or equivalent located in Canada to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Canada to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within Canada and reports to our Global Director of Financial Planning.

Key Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Canada
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment
• Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

You Should Have

• CFP (Certified Financial Planner), QAFP (Qualified Associate Financial Planner), PFP (Personal Financial Planner), or RRC (Registered Retirement Consultant)
• Fluent English - written and spoken
• Fluent French - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience in multiple areas of personal Finance : Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Nice to haves

• Startup and / or Fintech experience
• Experience creating presentations and presenting to large audiences

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives.

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team! Please email additional info to .

Create a job alert for this search