Experienced Financial Professional
November 28, 2023
Description
Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, assurance vie, budgeting, debt management, etc.) Contribute to content development, programming, and product for the company Partner with Addition Wealth’s leadership team to create frameworks for expansion
Requirements
• One or more active professional designations including CFP® (Certified Financial Planner), CGPC Certification or European Financial Advisor® (EQF 4, EQF5 or EQF 6) • Must be in good standing with the Autorité des Marchés Financiers (AMF) • At least 4 years of experience in financial planning, managed accounts, or investment advisory • Outstanding verbal and written communication in French and English
Benefits
• Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all. • Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you. • Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless. • Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company, and culture. • Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business.
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