Experienced Financial Professional (Canada Only; Professional Designations Required)

Medium; Canada Creek; On-site; CAD 60,000 - 80,000; Part time

Job summary

A financial wellness company is seeking financial professionals to provide education on personal finance topics in Canada. This part-time contract role allows flexible hours and offers the chance to work from anywhere. Candidates should have professional financial designations and experience in financial planning. Join a team focused on transforming how employees manage their finances with innovative solutions.

Benefits

Flexible hours

Work from anywhere

No marketing or sales calls

Qualifications

• Must be registered with the CSA (Canadian Securities Administrators).
• At least 4 years of experience in financial planning, managed accounts, or investment advisory.

Responsibilities

• Conduct one‑on‑ones with employees at partner companies to provide financial education.
• Contribute to content development and programming for the company.
• Partner with leadership to create frameworks for expansion.

Skills

Outstanding verbal communication

Outstanding written communication

Financial knowledge

Education

CFP® designation

PFA™ designation

ChFC designation

Job description

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.

About Addition Wealth

Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.

We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.

Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.