Remote Part-Time Financial Wellness Advisor (CFP) - Canada

Addition; Remote; CAD 50,000 - 90,000; Part time

Job summary

An innovative firm is on the lookout for passionate financial professionals to join their mission of making personalized financial expertise accessible. This part-time, contractor role allows you to focus on what you do best—financial planning—while enjoying the flexibility to work from anywhere. You will guide employees through crucial financial topics, contribute to developing new financial products, and help shape the strategy for delivering financial wellness. With a commitment to transforming the industry and access to cutting-edge technology, this opportunity promises to make a significant impact on the lives of many individuals seeking financial clarity.

Benefits

Flexible Hours

Work from Anywhere

Access to Proprietary Technology

No Marketing or Sales Calls

Qualifications

• 4+ years of experience in financial planning or investment advisory.
• Active professional designations such as CFP or PFA are required.

Responsibilities

• Conduct one-on-ones with employees on personal finance topics.
• Contribute to content development and product programming.

Skills

Verbal Communication

Written Communication

Financial Planning

Investment Advisory

Education

CFP (Certified Financial Planner)

PFA (Professional Financial Advisor)

ChFC (Chartered Financial Consultant)

Tools

Financial Wellness Technology

Job description

An innovative firm is on the lookout for passionate financial professionals to join their mission of making personalized financial expertise accessible. This part-time, contractor role allows you to focus on what you do best—financial planning—while enjoying the flexibility to work from anywhere. You will guide employees through crucial financial topics, contribute to developing new financial products, and help shape the strategy for delivering financial wellness. With a commitment to transforming the industry and access to cutting-edge technology, this opportunity promises to make a significant impact on the lives of many individuals seeking financial clarity.