Remote Certified Financial Planner

Summary

The job is for a remote Certified Financial Planner™ on contract basis with LearnLux, working 5-20 hours per week to provide financial guidance to Canadian employees. The role involves budgeting, retirement readiness, equity compensation, and more, and reports to the Director of Financial Planning.

Requirements

• CFPⓇ designation
• Passion for educating individuals to take control and invest in their financial future
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

Preferred Qualifications

• Startup and/or Fintech experience
• CPA, Enrolled Agent or similar
• Bi-lingual (Spanish)
• Experience creating presentations and presenting to large audiences