Canadian Certified Financial Planner

Job Summary

A company is looking for a part-time Canadian CFP (Certified Financial Planner).

Key Responsibilities

• Meet and engage with clients remotely to provide guidance on financial topics
• Advise on and adapt financial planning methodologies relevant in Canada
• Participate in team meetings to enhance the digital experience and lead engagement campaigns

Required Qualifications

• CFP, QAFP, PFP, or RRC certification
• Fluent in English and French, both written and spoken
• Passion for educating individuals on financial management
• Ability to manage multiple tasks and take direction from various team members
• Experience in personal finance areas such as retirement, budgeting, and investments