Remote Certified Financial Planner

Summary

LearnLux is seeking a full-time Certified Financial Planner™ located in Canada to provide financial guidance remotely to employees. The role involves engaging with clients, adapting LearnLux methodology, participating in team meetings, working with content team, and leading engagement campaigns for employer partners. The candidate should have CFPⓇ designation, passion for educating individuals about finance, ability to multitask, and experience in multiple areas of personal finance.

Requirements

• CFPⓇ designation
• Passion for educating individuals to take control and invest in their financial future
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Can demonstrate ability to take initiative and execute
• 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
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Canada
• 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
• Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

Preferred Qualifications

• Startup and/or Fintech experience
• Bi-lingual (English / French)
• Experience creating presentations and presenting to large audiences
• Availability to work occasional evenings

Benefits

• Remote-first company structure
• Medical, dental, and vision
• Retirement
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (Full-time employees)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology