Part-Time CFP/ChFC Financial Planner — Remote Canada

Addition; Canada Creek; Remote; CAD 50,000 - 80,000; Part time

Job summary

A financial services company is seeking an experienced Financial Professional in Canada to educate employees on personal finance topics. The role offers flexibility, allowing you to work from anywhere, and requires professional designations like CFP or PFA. Ideal candidates should have at least 4 years of experience in financial planning and possess outstanding communication skills. This is a part-time contractor position.

Benefits

Flexible hours

Work from anywhere

Access to proprietary technology

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 to provide education on personal finance topics.
• Contribute to content development and programming for the company.
• Partner with leadership to create frameworks for expansion.

Skills

Outstanding verbal and written communication

Education

Professional designations (CFP, PFA, ChFC)

Job description

A financial services company is seeking an experienced Financial Professional in Canada to educate employees on personal finance topics. The role offers flexibility, allowing you to work from anywhere, and requires professional designations like CFP or PFA. Ideal candidates should have at least 4 years of experience in financial planning and possess outstanding communication skills. This is a part-time contractor position.