Certified Financial Planner

Summary

LearnLux is seeking a Certified Financial Planner™ 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