Addition Wealth

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.

This listing is sourced directly from Addition Wealth's careers page and normalized into a canonical job model.