Canadian Certified Financial Planner
A company is looking for a part-time Canadian CFP (Certified Financial Planner). Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt financial planning methodologies relevant in Canada Participate in team meetings to enhance the digital experience and lead engagement campaigns Required Qualifications CFP, QAFP, PFP, or RRC certification Fluent in English and French, both written and spoken Passion for educating individuals on financial management Ability to manage multiple tasks and take direction from various team members Experience in personal finance areas such as retirement, budgeting, and investments
A company is looking for a part-time Canadian CFP (Certified Financial Planner).
Key Responsibilities
Meet and engage with clients remotely to provide guidance on financial topics
Advise on and adapt financial planning methodologies relevant in Canada
Participate in team meetings to enhance the digital experience and lead engagement campaigns
Required Qualifications
CFP, QAFP, PFP, or RRC certification
Fluent in English and French, both written and spoken
Passion for educating individuals on financial management
Ability to manage multiple tasks and take direction from various team members
Experience in personal finance areas such as retirement, budgeting, and investments
