Money Coach

Outcomes 

Provide sound and empathetic financial advice to our clients. Make our client’s financial world  a priority. 

• When clients sign up to WealthyPlanet, they are assigned a Money Coach. You will help our clients understand the impact and importance of their financial decisions 

• You’re a hybrid financial advisor. We've built a financial planning engine that can’t be wrong. Within that engine, we’ve integrated products like ETF investments, insurance and mortgages

• Use our system to illustrate a client’s current financial situation, and the improvements the could be made when they work with us

Communicate with clients 

• Use an empathetic approach to communicate with clients

• Establish long lasting relationships with your clients and arm them with habits that create wealth 

Sales 

• At the end of the day, you’re selling a product and a service. We need you to be able to close those deals with clients and bring them onto our platform

Competencies 

• 5+ years working as a financial advisor for a wealth management firm or in the financial services world 

• Must have a Life License Qualification Program (LLQP) license or willingness to obtain 

• You’ve got sound knowledge of tax and financial products and services 

• You have completed the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) 

• You’ve got a ‘hunter’ mentality and thrive off of closing deals and building relationships with clients 

• You’re motivated by doing what’s right. You love doing great things for other people and helping them understand their wealth  

• You exhibit genuine passion for your work. You’re motivated by a mission and a desire to help people lead a better life 

• You have strong oral and written communication skills. You’re empathetic and able to ‘read a room’

• You show respect for those around you 

• You’re tech literate

This role with WealthyPlanet is full-time. You’re joining a brand new team, and will be one of the first of our Money Coaches we bring onto our team. We are committed to diversity and inclusion, both in our hiring practices and in our experiences as WealthyPlanet employees. We strive to encourage and create a culture that is both mindful and respectful of everyone, where people feel comfortable bringing their authentic selves to work, and experience a culture that is free of harassment, racism, and discrimination. 

WealthyPlanet is an equal opportunity employer. We do not discriminate upon race, religion, colour, national origin, sex, sexual orientation, gender identity or expression, age, status, political views or activity, or other applicable legally protected characteristics. For the time being, we are only accepting candidates who are legally eligible to work in Canada without sponsorship. 

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. Please contact hr@wealthyplanet.com should you require any assistance completing your application.