Certified Financial Planning Professional
3 weeks ago
3 days ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications Must-Have 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. Preferred CFP, CFA, CPA, or MBA preferred. Application Process (Takes 20–30 mins to complete) Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information, please check: For any help or support, reach out to: PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. Seniority level Not Applicable Employment type Part-time Job function Finance Industries Software Development Referrals increase your chances of interviewing at Mercor by 2x Sign in to set job alerts for “Financial Planning Specialist” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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, , Canada Mercor Full timeBase pay range $200.00/hr - $200.00/hr About Mercor Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation...
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Experienced Financial Professional
2 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...
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Manager of Financial Planning
3 weeks ago
, , Canada Township of Muskoka Lakes Full timeRegular Full-Time ($103,812.80 - $119,064.40/annum – 2024 Rates) Located on the traditional, ancestral and unceded territory of the lək̓ʷəŋən Peoples, notably the Songhees and Esquimalt Nations, the District of Oak Bay is committed to recognizing and celebrating their historic and ongoing connection to these lands and waters. The District of Oak Bay...
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Financial Planning Consultant
2 weeks ago
, , Canada Sun Life Full timeJoin to apply for the Financial Planning Consultant role at Sun Life . Job Description 3 days ago Be among the first 25 applicants. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to...
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Senior Director, Financial Planning and Advice
2 weeks ago
, , Canada CIBC Full timeSenior Director, Financial Planning and Advice The role is a comprehensive leader responsible for setting the overall direction and all aspects of financial planning including developing annual plans and coordinating activities with senior management. The role manages financial and people resources across all areas of influence, contributing to financial...
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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...
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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...
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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...
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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...
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Director, Estate and Financial Planning Services
2 weeks ago
, NS, Canada Sun Life Full timeJob Description Role Summary This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this...
