💼 About This Role

You'll conduct one-on-one financial education sessions with employees at partner companies, covering topics like stock options, retirement, and budgeting. You'll help shape Addition Wealth's strategy for delivering best-in-class financial wellness as a part-time contractor. No sales or marketing required.

🎯 What You'll Do

• Conduct one-on-one financial coaching sessions with employees
• Contribute to content development and programming
• Partner with leadership to create expansion frameworks

📋 Requirements

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

✨ Nice to Have

• Experience with stock options and equity compensation
• Background in real estate or estate planning

🎁 Benefits & Perks

• 🏖️ Flexible hours: work when you want
• 🌍 Work from anywhere: remote-first
• 📱 Best-in-class technology: access to proprietary tools
• 🏢 No sales or marketing: focus on clients
• 💡 Impact product: help build new financial solutions