Certified Financial Planner™

March 15

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LearnLux Financial Wellbeing

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Trusted financial wellbeing for your entire workforce.

financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education

51 - 200

Description

• 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

Requirements

• 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

Benefits

• 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