Experienced Financial Professional (Canada Only; Professional Designations Required) - Remote

Overview

Addition Wealth is on a mission to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We are expanding our global presence and searching for financial professionals in Canada who are passionate about financial planning and providing a great customer experience.

In Short

• Conduct one-on-ones with employees to provide education on personal finance topics.
• Contribute to content development and product programming.
• Partner with leadership to create frameworks for expansion.

Requirements

• Active professional designations (CFP, PFA, ChFC).
• Registered with the CSA.
• At least 4 years of experience in financial planning or investment advisory.
• Outstanding verbal and written communication skills.

Benefits

• Drive the industry forward and transform financial insights accessibility.
• Focus on financial planning without marketing or sales calls.
• Access to proprietary technology for seamless work.
• Opportunity to help build new financial products.
• Flexible hours and work from anywhere.