Remote Certified Financial Planner

Summary

The job is for a full-time Certified Financial Planner™ to provide remote financial guidance to Canadian employees at LearnLux, a remote-first company offering financial wellbeing solutions. The role involves engaging clients, adapting methodology, participating in team meetings, working with the content team, and leading engagement campaigns.

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
• 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