Experienced Financial Professional (Canada Only; Professional Designations Required)

Job description

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit. Addition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in Canada who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would join our team of financial professionals in Canada, helping guide and shape Addition Wealth’s strategy for delivering best-in-class financial wellness. What you will do: - 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 Preferred Qualifications: - One or more active professional designations including CFP® (Certified Financial Plann...