Experienced Financial Professional (Canada Only; Professional Designations Required)
Core
Providing financial wellness as an employee benefit by guiding clients on making the most of their money.
Role type
Part-time contractor financial professional
Builds
Financial wellness programs for corporate partners
Domain
Financial planning / Wealth management
Deliverable
client delivery
Required skills
CFP, PFA, financial planning
Preferred skills
passion for financial wellness, customer experience focus
Responsibilities
helping guide and shape Addition Wealth's strategy for delivering best-in-class financial wellness
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