Experienced Financial Professional (Canada Only; Professional Designations Required)

Addition Wealth is searching for financial professionals (CFP, PFA etc) in Canada who are passionate about its mission, financial planning and providing a great customer experience. This is a part-time, contractor position. Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all, working with leading companies to provide employees access to digital tools, an extensive knowledge center, and top financial professionals.

Responsibilities

Conduct one-on-ones with employees at Addition Wealth's partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.); Contribute to content development, programming and product for the company; Partner with Addition Wealth's leadership team to create frameworks for expansion

Requirements

At least 4 years of experience in financial planning, managed accounts, or investment advisory; One or more active professional designations including CFP® (Certified Financial Planner), PFA™ (Professional Financial Advisor), or ChFC (Chartered Financial Consultant); Outstanding verbal and written communication

Benefits

Drive the industry forward; Focus on financial planning and clients without marketing or sales calls; Access to best-in-class proprietary technology; Help build new financial products; Flexible hours and work from anywhere; No dedicated number of hours required