Money Coach

4 days ago

Burlington, Canada WealthyPlanet Full time

**Title**:Money Coach

**Description**

WealthyPlanet gives everyday Canadians confidence about their financial future through a powerful and free online financial planning platform, money coaches and low-fee products. We are a Burlington, Ontario-based FinTech (operating virtually presently), making it easy to set and manage a comprehensive smart financial plan, benefiting from built-in algorithms, consumption smoothing, and visualization tools to optimize and reach life and family goals faster.

At WealthyPlanet we are revolutionizing the way people think about their finances. Digital marketing and financial services have failed us. People want to trust and like someone when it comes to their money. We use the term ‘money coach’ because our state-of-the-art, first of its kind technology makes the recommendations that are mathematically irrefutable. We need licensed advisors to join our team of outstanding individuals to understand this math and decision making and translate it into financial advice for our clients. If you’re disenchanted with commission and want to earn a competitive base salary of $60-90k (commensurate on experience) plus an uncapped bonus, while working to revolutionize and disrupt the wealth management industry, then this role could be for you.

**Outcomes**
- Provide sound, empathetic financial advice to our clients. Make our client’s financial world a priority._
- When clients sign up at WealthyPlanet, they are assigned a money coach. You will help our clients understand the impact and importance of their financial decisions
- You’re a hybrid financial advisor. We went ahead and built an engine that can’t be wrong. Within that engine, we’ve integrated products like ETFs, insurance and mortgages
- Use our system to illustrate to our client’s; their current financial situation, and what their financial situation could look like when they work with us
- Communicate with clients_
- Use an empathetic approach to communicate with clients
- Establish long lasting relationships with your clients and arm them with habits that create wealth
- Sales_
- At the end of the day, you’re selling a product and a service. We need you to be able to close those deals with clients and bring them onto our platform

**Competencies**
- 5+ years working as a financial advisor for a wealth management firm or in the financial services world
- Must have a LLQP or willingness to obtain
- CFP is a huge bonus
- You’ve got sound knowledge of tax and financial products and services
- You have a Canadian Investment Funds Course or Canadian Securities Course
- You’re based / licensed out of Ontario
- You’ve got a ‘hunter’ mentality and thrive off of closing deals and building relationships with clients
- You’re motivated by doing what’s right. You love doing great things for other people and helping them understand their wealth
- You exhibit genuine passion for your work. You’re motivated by a mission and a desire to help people lead a better life
- You have strong oral and written communication skills. You’re empathetic and able to ‘read a room’
- You show respect for those around you
- You’re tech literate

This role with WealthyPlanet is full-time. You’re joining a brand new team, and will be one of the first Money Coaches we bring onto our team. We are committed to diversity and inclusion, noth in our hiring practices and in our experiences as WealthyPlanet employees. We strive to encourage and create a culture that is both mindful and respectful of everyone, where people feel comfortable bringing their authentic selves to work, and experience a culture that is free of harassment, racism, and discrimination.

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