Experienced Financial Professional
2 weeks ago
Experienced Financial Professional (Canada Only; Professional Designations Required) 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 well handle the rest. No need to focus on marketing or sales calls, we bring the users to you. Take advantage of 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. #J-18808-Ljbffr
-
Experienced Financial Professional
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Addition Wealth Full timeExperienced Financial Professional (Canada Only; Professional Designations Required)Join us to apply for the Experienced Financial Professional (Canada Only; Professional Designations Required) role at Addition Wealth.At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of...
-
Experienced Financial Professional
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Addition Full timeAt 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...
-
Experienced Financial Professional
2 weeks ago
Canada Creek Addition Full timeExperienced Financial Professional (Canada Only; Professional Designations Required) 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...
-
Financial Controller
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Professional Staffing Full timeGet AI-powered advice on this job and more exclusive features. Professional Staffing provided pay range This range is provided by Professional Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$110,000.00/yr - CA$120,000.00/yr We are seeking a highly skilled and motivated...
-
Experienced Financial Professional
3 weeks ago
Canada Creek Medium Full timeAt 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...
-
Experienced Financial Professional
2 weeks ago
Canada Creek Medium Full timeAt 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...
-
Experienced Financial Professional
3 weeks ago
Canada Creek Medium Full timeAt 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...
-
Experienced Financial Professional
3 days ago
Canada Addition Full time $60,000 - $120,000 per yearAt 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 Creek, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwest Addition Full timeA financial services company is seeking an experienced Financial Professional in Canada to educate employees on personal finance topics. The role offers flexibility, allowing you to work from anywhere, and requires professional designations like CFP or PFA. Ideal candidates should have at least 4 years of experience in financial planning and possess...
-
Experienced Wikipedia Editor – Freelance writer
4 weeks ago
Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Parikh Financial Full timeOverviewExperienced Wikipedia Editor – Freelance writer (Company Page Creation) at Parikh Financial. 2 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. This range is provided by Parikh Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn...
