Financial Professional

Summary

Join our team of financial professionals in Canada to help guide and shape Addition Wealth’s strategy for delivering best-in-class financial wellness. As a part-time contractor, you will conduct one-on-ones with employees at partner companies, contribute to content development, and partner with leadership to create frameworks for expansion.

Requirements

• One or more active professional designations including CFP® (Certified Financial Planner), PFA™ (Professional Financial Advisor), or ChFC (Chartered Financial Consultant)
• Must be registered with the CSA (Canadian Securities Administrators)
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Outstanding verbal and written communication

Responsibilities

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics
• Contribute to content development, programming and product for the company
• Partner with Addition Wealth’s leadership team to create frameworks for expansion

Benefits

Flexible hours and work from anywhere