Experienced Financial Professional (Canada Only; Professional Designations Required)

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in Canada
Remote
Mid level
Other
The Role
Provide education on personal finance topics, contribute to content development, and partner with leadership for expansion strategies.
Summary Generated by Built In

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 Planner), PFA™ (Professional Financial Advisor), or ChFC (Chartered Financial Consultant)
  • Must be registered with the CSA (Canadian Securities Administrators)
  • At least 4 years of experience in financial planning, managed accounts, or investment advisory
  • Outstanding verbal and written communication

Why work with Addition Wealth

  • 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 planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
  • 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 employees. Your feedback directly impacts our technology, company and culture.
  • Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business. This is a part-time, contract position.

About Addition Wealth

Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.


We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.


Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.

Top Skills

Digital Tools
Financial Planning
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
35 Employees
On-site Workplace
Year Founded: 2020

What We Do

Addition invests in early and growth stage technology companies. The firm was founded with a mission to support visionary entrepreneurs on their journey to build impactful and enduring businesses.

Similar Jobs

Thumbtack Logo Thumbtack

Senior Manager, Corporate Finance (OpEx)

eCommerce • Information Technology • On-Demand • Professional Services • Software
Easy Apply
Remote
Ontario, ON, CAN
1400 Employees

Mondelēz International Logo Mondelēz International

Legal Financial Billing Operations

Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Remote
Hybrid
8 Locations
90000 Employees
95K-131K Annually

Dropbox Logo Dropbox

Revenue Accountant

Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Remote
Canada
2500 Employees
88K-120K Annually

Dropbox Logo Dropbox

Financial Systems Administrator, FP&A

Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Remote
Canada
2500 Employees
100K-136K Annually

Similar Companies Hiring

Place Exchange Thumbnail
Other • Marketing Tech • Digital Media • Analytics • AdTech
New York, NY
60 Employees
Voltage Park Thumbnail
Software • Other • Machine Learning • Infrastructure as a Service (IaaS) • Hardware • Cloud • Artificial Intelligence
San Francisco, CA
51 Employees
Artlist Thumbnail
Social Media • Other • Music • Digital Media
Tel Aviv, IL
450 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account