Remote Certified Financial Planner

Logo of LearnLux

LearnLux

πŸ“Remote - Canada

Job highlights

Summary

LearnLux is seeking a Certified Financial Plannerβ„’ for a 5-15 hour per week contract in Canada. The role involves providing financial guidance to employees, improving the LearnLux digital experience, and participating in team meetings. The position is 100% remote within Canada.

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
  • 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

Share this job:

Disclaimer: Please check that the job is real before you apply. Applying might take you to another website that we don't own. Please be aware that any actions taken during the application process are solely your responsibility, and we bear no responsibility for any outcomes.

Similar Remote Jobs

Please let LearnLux know you found this job on JobsCollider. Thanks! πŸ™