Certified Financial Planner

About the Role

LearnLux is looking for a Certified Financial Planner™ located in Canada to join our team on a contractor basis (5-20 hours per week). Leveraging the LearnLux digital experience you will work directly with employees based in Canada to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within Canada and reports to our Director of Financial Planning.

About LearnLux

LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux’s award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

Key Responsibilities
Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
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
Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
CFPⓇ designation
Passion for educating individuals to take control and invest in their financial future
Have the ability to perform several tasks concurrently, and to take direction from multiple team members
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
CPA, Enrolled Agent or similar.
Bi-lingual (Spanish)
Experience creating presentations and presenting to large audiences