Cross-Border Canada

The Role This position reports directly to the Chief Operating Officer. It requires advanced financial planning, coaching, and interpersonal skills, with a strong aptitude for both numbers and communication. You will work directly with clients to navigate a wide range of personal financial scenarios using Enriched Academy’s curriculum and tools. You will manage your own schedule, participating in a few internal meetings each month. A standard curriculum is provided, though you may supplement it with relevant, compliant tools where appropriate. Responsibilities Deliver one‑on‑one Financial Coaching to clients. Conduct 60‑minute virtual sessions with preparation and follow‑up notes. Each client receives a minimum of two complimentary sessions annually. Reschedule and manage client appointments. Update client information in the CRM/SharePoint Files. Proactively reach out to unresponsive or no‑show clients. Collect feedback and testimonials. Use EA‑approved content and tools. Ensure coaching aligns with measurable client outcomes such as debt reduction, increased savings, and improved financial literacy. Maintain client confidentiality and uphold ethical standards in line with FP Canada/USA and Enriched Academy guidelines. Retain clients for paid coaching (sales experience required). Collaborate on curriculum tools, resources, and assignments. Participate in continuous improvement discussions on process, communication, and curriculum alignment. Other Responsibilities Attend monthly meetings with the entire EA team. Attend a 30‑minute monthly coaching meeting to review KPIs and discuss performance. Attend a 60‑minute monthly coaching team meeting to review updates and collaborate. Work cross‑functionally with Coaching, Education, and Marketing teams to improve client engagement and retention. Adhere to data privacy, FDE, and ethical guidelines set by Enriched Academy and FP Canada/AFCPE standards. Ensure all advice remains educational and not product‑specific or investment advisory. Must‑Have Skills Excellent financial coaching and personal finance expertise. Expertise in financial coaching across Canadian and U.S. contexts. Deep understanding of fiduciary and ethical standards (Ethical Integrity). Outcome orientation: ability to translate financial literacy concepts into actionable client success. Comfort with CRM systems, scheduling tools, and client‑facing platforms (Tech Comfort). Adaptability to coach clients with diverse financial situations. Familiarity with KPIs such as client retention, satisfaction (NPS), and outcome tracking (Metrics Mindset). Self‑education through reading, audio books, podcasts, and/or courses. Excellent interpersonal, management, leadership, verbal, and written communication skills. Excellent organizational skills and attention to detail. Strong analytical, problem‑solving, supervisory, and leadership skills. Proficiency with Microsoft Office Suite or related software. Must‑Have Education and Experience Required: CFP® (Certified Financial Planner) / AFC® (Accredited Financial Counsellor), with specialization in Cross‑Border (Canada/U.S.) planning. Preferred: Dual certification in both Canada and the United States (e.g., CFP® Canada + CFP® U.S., or AFC®). Minimum 5+ years of financial coaching, counselling, or planning experience (Canadian market experience required). Demonstrated success in client relationship management and retention. Rate US$80 per session. Seniority Level Mid‑Senior Level. Employment Type Contract. Job Function Finance and Sales. Industries E‑learning. #J-18808-Ljbffr