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Financial Professional (Canada)

fully flexible
Remote: 
Remote First
Contract: 
Work from: 

Addition Wealth logo
Addition Wealth Financial Services Startup https://www.additionwealth.com/
11 - 50 Employees
See more Addition Wealth offers

Job description

Want to join the future of financial benefits and focus on what you love?
Addition is expanding our global network of financial advisors to provide guidance and education to employees everywhere. We are in search of a certified financial planner, CPA, or other financial professional that is passionate about providing great customer experiences and financial expertise.

Your Role:
-One on ones with employees at our partner companies to provide education on a variety of financial and tax topics (e.g. stock options, personal finance, investments, etc.)
-Opportunity to contribute to content development, programming and product for the company
-Partner with leadership to create the country specific framework
-Flexible hours - you set your schedule and availability
Why work with Addition
    • Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
    • Focus on what you do best: You can focus on financial wellness and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
    • International coverage: In another country? No problem—we support employees around the world to help them make the most of their money.
    • Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
    • Help build new financial products: Help us build for today’s employee. Your feedback directly impacts our technology, company and culture.
    • Flexible hours and work from anywhere: Partnering with Addition means you work the hours you want, from the location you want.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Customer Service

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