PT Financial Coach (Contractor) - CANADA

About the role

We are seeking a skilled and compassionate Part-Time Financial Coach based in Canada to provide unbiased financial education and coaching to employees as part of their employer-sponsored benefits package.

The role involves offering personalized, one-on-one financial coaching sessions on topics such as budgeting, debt reduction, credit improvement, retirement planning, investment education, insurance basics, and home buying.

Key Responsibilities

• Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
• Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
• Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products.
• Maintain professionalism and confidentiality in all interactions with employees.
• Tailor coaching and resources to employees' individual needs, goals, and financial circumstances.
• Utilize digital tools (e.g., video conferencing platforms) to conduct coaching sessions remotely.
• Track session completion and provide brief documentation of topics covered.

Qualifications

• Proven experience in financial coaching, financial planning, or personal finance education.
• Strong knowledge of financial topics, including budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying.
• Ability to explain complex financial concepts in an easy-to-understand manner.
• Excellent interpersonal and communication skills.
• Familiarity with confidentiality and ethical practices in financial education.
• Access to reliable internet and the ability to work remotely.
• Proficiency in English is required, along with fluency in the country's native language if it differs from English.

Preferred Qualifications

• Certification in financial coaching or planning is highly desirable but not required.
• Experience working with diverse populations and financial situations.
• Fluency in English along with fluency in the country's native language if it differs from English (additional languages are a plus).
• Knowledge of financial systems and practices in multiple countries is helpful.