Addition Wealth
Experienced Financial Professional (Canada Only; Professional Designations
Canada · Part-time
Sponsorship not specifiedDetected 1559 days ago
BudgetingLeadership
About the role
- This will be for a part-time, contractor position.
- You would join our team of financial professionals in Canada, helping guide and shape Addition Wealth's strategy for delivering best-in-class financial wellness.
- 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.
Responsibilities
- Partner with Addition Wealth's leadership team to create frameworks for expansion
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- Help build new financial products: Help us build for today's employees. Your feedback directly impacts our technology, company and culture.
- Help us build for today's employees.
- We do not require a dedicated number of hours and you are welcome to work with us alongside your own business.
Nice to have
- Why work with Addition Wealth
- 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.
- Your feedback directly impacts our technology, company and culture.
- This is a part-time, contract position.
- As a result, we help employees reduce their stress, be more productive, and make the most of their money.
Benefits
- We partner with leading companies to provide financial wellness as an employee benefit.
- About Addition Wealth Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all.
- We aren't your typical financial wellness benefits platform.
- Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want.
Company info
- At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money.
- Addition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in Canada who are passionate about our mission, financial planning and providing a great customer experience.
- We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
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This listing is sourced directly from Addition Wealth's careers page and normalized into a canonical job model.