Experienced Financial Professional (Canada Only; Professional Designations Required)

Experienced Financial Professional (Canada Only; Professional Designations Required)

Join us to apply for the Experienced Financial Professional (Canada Only; Professional Designations Required) role at Addition Wealth .

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit.

Addition Wealth is expanding globally and seeking financial professionals (CFP, PFA, etc.) in Canada who are passionate about our mission, financial planning, and delivering excellent customer experience. This is a part-time, contractor role, where you will join our team in Canada to help shape our strategy for delivering top-tier financial wellness.

Responsibilities

• Conduct one-on-one sessions with employees of partner companies to educate on perso...