LearnLux Financial Wellbeing
financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
Certified Financial Planner
March 15
LearnLux Financial Wellbeing
financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
Description
• Meet and engage with clients remotely on financial topics • Adapt LearnLux methodology to Canadian financial planning topics • Become an expert on client benefit plans • Work with content team to create and review platform content • Participate in team meetings to improve digital experience • Lead employer engagement campaigns • Act as extension of client team during open enrollment
Requirements
• CFPⓇ designation • Passion for educating individuals on financial future • Ability to perform tasks concurrently and prioritize • Experience in multiple areas of personal finance • Nice to haves: Startup or Fintech experience, Bi-lingual (English/French), Presentation experience
Benefits
• 100% remote within Canada • Flexible hours (5-15 hours per week) • Work directly with employees to provide unbiased financial guidance • Join a leading workplace financial wellbeing provider • Opportunity to work with a remote-first company backed by prominent operators • Engage with clients over video, chat, and email • Lead engagement campaigns for employer partners • Inclusive workplace promoting diversity and inclusion
Apply NowSimilar Jobs
April 27, 2022
Insurance Agent generating business for Pedro Nazare's insurance and investment services.
April 12, 2022
Insurance & Investment Agent providing holistic financial solutions for clients.
🇨🇦 Canada – Remote
💵 $10k - $1M / year
⏱ Part Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis