Experienced Financial Professional (Canada Only; Professional Designations Required)

Addition Wealth; Remote; CAD 30,000 - 50,000; Part time

Job summary

A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team. This role focuses on delivering personalized financial expertise through one-on-one sessions, content development, and collaboration on strategic initiatives. Ideal candidates will hold relevant professional designations and have a strong background in financial planning. Flexible hours and remote work options are available, making this an excellent opportunity for professionals passionate about transforming financial wellness.

Benefits

Flexible hours

Remote work options

Access to proprietary technology

Qualifications

• Active professional designations such as CFP, PFA, or ChFC required.
• Minimum of 4 years' experience in financial planning, managed accounts, or investment advisory.
• Excellent verbal and written communication skills.

Responsibilities

• Conduct one-on-one sessions with employees on personal finance topics.
• Contribute to content development, programming, and product innovation.
• Collaborate with leadership to develop frameworks for expansion.

Skills

Communication

Financial Planning

Client Interaction

Education

CFP

PFA

ChFC

Job description

Experienced Financial Professional (Canada Only; Professional Designations Required)

Join us to apply for the Experienced Financial Professional (Canada Only; Professional Designations Required) role at Addition Wealth.

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 globally and seeking financial professionals (CFP, PFA, etc.) in Canada who are passionate about our mission, financial planning, and delivering excellent customer experience. This is a part-time, contractor role, where you will join our team in Canada to help shape our strategy for delivering top-tier financial wellness.

Responsibilities

• Conduct one-on-one sessions with employees of partner companies to educate on personal finance topics such as stock options, real estate, estate planning, retirement, budgeting, and debt management.
• Contribute to content development, programming, and product innovation.
• Collaborate with Addition Wealth’s leadership to develop frameworks for expansion.

Preferred Qualifications

• Active professional designations such as CFP, PFA, or ChFC.
• Registered with the CSA (Canadian Securities Administrators).
• Minimum of 4 years' experience in financial planning, managed accounts, or investment advisory.
• Excellent verbal and written communication skills.

Why Join Addition Wealth

• Help transform the financial industry by making personalized insights accessible.
• Focus on your core expertise: financial planning and client interactions, while we handle marketing and client acquisition.
• Access to cutting-edge proprietary technology to streamline your work.
• Contribute to developing new financial products, with your feedback directly impacting our offerings.
• Flexible hours and remote work options; this is a part-time, contract position.

About Addition Wealth

Addition Wealth aims to revolutionize financial health by making personalized financial expertise inclusive and accessible. We collaborate with leading companies to provide employees with digital tools, knowledge resources, and access to top financial professionals to improve financial decision-making and reduce stress.

We are motivated by the opportunity to change how individuals approach financial decisions. Our backers include prominent fintech VCs and angel investors with a history of successful companies.