financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
51 - 200
March 15
financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
51 - 200
• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Canada • Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience • Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment • Work with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
• CFP® designation • Passion for educating individuals to take control and invest in their financial future • Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members • Ability to take initiative and execute • Experience in multiple areas of personal finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more • Nice to haves: Startup and/or Fintech experience, Bi-lingual (English / French), Experience creating presentations and presenting to large audiences, Availability to work occasional evenings
• Remote-first company structure • Medical, dental, and vision • Retirement • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Equity (Full-time employees) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
Apply NowMarch 15
51 - 200
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
March 15
1001 - 5000
March 15
51 - 200
🇺🇸 United States – Remote
💰 Pre Seed Round on 2020-04
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
December 15, 2023
51 - 200
🇺🇸 United States – Remote
💵 $90k - $125k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
December 5, 2023
201 - 500
🇺🇸 United States – Remote
💰 $75M Series C on 2022-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor