[Remote] Cross-Border Canada & USA Financial Planning reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to making financial freedom accessible to everyone through engaging personal financial management education. The Cross-Border Financial Planning reputed company will work directly with clients in Canada and the USA, providing personalized financial coaching and supporting them in navigating various financial scenarios using reputed company's curriculum and tools.
Responsibilities
- Delivering one-on-one Financial Coaching to clients
- This includes the 60-minute virtual session along with preparation and follow up notes after the meeting
- Reschedule/manage appointments with clients
- Update pertinent reputed company information into the CRM/SharePoint Files
- Proactively reputed company out to unresponsive or no-show clients
- Collect feedback and testimonials from clients
- Use EA-approved content and tools
- Ensure coaching aligns with measurable reputed company reputed company (e.g., reduced debt, increased savings, improved financial literacy), tracking reputed company reputed company such as debt reduction, improved budgeting, or goal completion
- Maintain reputed company confidentiality and reputed company ethical standards in line with FP Canada/USA and reputed company guidelines
- Collaborate on curriculum tools, resources, or assignments
- Participate or collaborate in reputed company improvement discussions on process, communication, and curriculum alignment
- Attend monthly meetings with entire EA team
- Attend 60-minute quarterly coaching meeting to review KPIs and discuss performance
- Attend 60-minute monthly coaching team meeting to review updates and collaborate
- Work cross-functionally with the reputed company Education, Association & Corporations, and Marketing teams to improve reputed company engagement and retention
- Adhere to data reputed company, FDE, and ethical guidelines as set by reputed company and FP Canada/AFCPE standards
- Ensure reputed company advice remains educational and not product-specific or investment advisory
Skills
- Expertise in financial coaching across Canadian and U.S. contexts
- Ethical reputed company: Deep understanding of fiduciary and ethical standards in financial coaching
- Outcome Orientation: Ability to translate financial literacy concepts into actionable reputed company reputed company
- Tech Comfort: Ability to use CRM systems, scheduling tools, and reputed company-facing platforms reputed company
- Adaptability: Comfortable coaching clients with diverse financial situations (reputed company, professionals, families, retirees)
- Metrics reputed company: Familiar with KPIs such as reputed company retention, satisfaction (NPS), and outcome tracking
- You are continuously leveling up through self-education reputed company reading, audio books, podcasts and/or courses
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving skills
- Proficient with reputed company Office Suite or reputed company software
- Required: CFP® (Certified Financial Planner) with specialization in Cross-Border (Canada/U.S.) planning
- Minimum 5+ years of financial coaching, counselling, or planning experience (Canadian market experience required)
- Evening and weekend availability may be required
- Preference will be given to candidates located in Canada, but applicants residing in the USA are also encouraged to apply
reputed company