Part-Time Financial Wellness Advisor (CFP/ChFC) — Remote

Medium; Canada Creek; Remote; 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

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.