Canada Licensed Financial Professional

Job Summary

To support a growing network of financial wellness, the part-time contractor Canada Licensed Financial Professional will conduct one-on-one sessions with employees at partner companies, provide education on personal finance topics, and collaborate with leadership to develop content and frameworks for expansion, all while working remotely.

Key responsibilities

• Conduct one-on-one educational sessions on various personal finance topics
• Contribute to content development and programming for financial wellness initiatives
• Partner with leadership to create frameworks for organizational expansion

Required qualifications

• One or more active professional designations, such as CFP, PFA, or ChFC
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Strong background in developing financial wellness programs