Certified Financial Planner 💰🧭📈 (Canadian CFP® | Estate, Insurance, Wealth, Retirement | No Sales, Training Provided | Remote)

Goodwork is recruiting for a Canadian-based financial services holding company.

What makes this opportunity interesting?

• 🇨🇦 Canadian company disrupting the broken incentives in traditional financial planning
• 📈 Ground floor opportunity in a new business vertical with established parent companies
• 🎯 Pure advisory role - no sales quotas, no commission pressure, just helping clients succeed

We're a Canadian financial services holding company operating three complementary businesses: a real estate wealth-building platform, Canada's leading real estate tax education and advisory firm, and our newest venture in comprehensive financial planning. Our mission: honest, comprehensive financial planning that puts clients first.

We're launching our financial planning division because our tax clients keep asking for these services, but most financial planners we've encountered charge thousands for basic plans while pushing high-commission products. We wanted to create something different - planning that focuses on what clients actually need, not what pays us the most commission.

Our customers are successful entrepreneurs and high-net-worth individuals across Canada, typically under $3 million in assets who need solid financial systems. We work with people who want straight talk, not sales pitches, and understand that good financial planning goes way beyond just buying mutual funds.

Since 2016, we've served 350+ clients and produced 300+ podcast episodes. Our financial planning division is new, but it's built on proven business foundations and a simple philosophy: take care of customers and everything else follows.

OUR COMPANY VALUES

• 🚀 Growth Mindset:

  Embrace improvement, continuously learn and seek best practices

• 🤝 Customer First:

  Go above and beyond for those we serve with exceptional care

• 💯 Take Ownership:

  Act with integrity, take responsibility, and do the right thing

• 💪 Work Hard, Play Hard:

  Pursue excellence with passion while maintaining balance

• 🌟 Make Impact:

  Leave things better than we found them and create lasting value

We're a hybrid organization with 16-22 teammates across our businesses, including a full accounting firm with 12+ CPAs, marketing team, and operational support. We're headquartered in the Greater Toronto Area with team members in Ottawa, Calgary, Bangladesh, Pakistan, India, Philippines and Nigeria. You'll be our first dedicated financial planning hire within the holding company structure.

Our culture emphasizes "getting sh*t done" while maintaining work-life balance. We host regular team events from pickleball games to community service activities, building strong relationships even with our remote team members.

About the Role

remote Certified Financial Planner

In this role, you'll conduct video calls with clients to understand their situations, identify gaps, and create detailed recommendations. You'll collaborate with our Founder (who also leads our real estate advisory business) on initial consultations, work with our 12+ CPA team on tax optimization, and ensure all plans are reviewed by Canadian-licensed advisors for compliance.

This ground floor opportunity suits a CFP who's frustrated with traditional financial planning's broken incentives and wants to focus purely on client outcomes. You'll have fixed compensation, work with engaged clients, and help them achieve comfortable retirements while properly managing risk - without any pressure to sell high-commission products.

Our IDEAL CANDIDATE

Your performance will be measured by client satisfaction scores, speed of deliverable turnaround, thoroughness and quality of recommendations, and how quickly you master Canadian financial systems and products.

You'll collaborate with our sister accounting firms and Canadian-licensed advisors. This position reports directly to the Founder.

• Client Onboarding:

  Conducting video calls with our Founder from paid consultations; gathering financial documents and following up for missing information; identifying planning gaps; inputting data into planning software; booking follow-up meetings

• Comprehensive Planning:

  Preparing retirement projections, estate flowcharts, and insurance analysis (life, disability, critical illness, long-term care); developing debt reduction and asset protection strategies; creating investment allocation models, insurance coverage frameworks, and education funding plans; running scenario testing; collaborating with 12+ CPA team on tax optimization; analyzing real estate holdings and investment opportunities; integrating property assets into overall wealth strategies; mastering Canadian instruments (RRSPs, TFSAs, CPP, EI, OHIP) - training and templates provided

• Client Education & Delivery:

  Presenting plans via video; providing educational explanations without sales pressure; conducting annual reviews and plan updates; drafting summaries for licensed advisor review

• Systems & Compliance:

  Working via Microsoft 365 tools (Teams, SharePoint, OneDrive); ensuring PIPEDA compliance and data security; adapting international planning principles to Canadian context using our templates and training materials

• Business Development Support:

  Suggesting process improvements and new services; creating SOPs and documentation; evaluating planning software; helping establish business systems for new processes

Skills & Qualifications

• 5+ years of prior experience in roles like Certified Financial Planner, Financial Planning Associate, Wealth Planning Analyst, Financial Planning Consultant, or similar comprehensive financial planning roles.
• Current CFP certification recognized by the Financial Planning Standards Board (FPSB) in your country
• Experience in personal financial planning with exposure to estate and insurance planning concepts
• Strong proficiency in financial planning software (MoneyGuidePro, NaviPlan, Snap Projections, or similar)
• Exceptional attention to detail and analytical ability
• Excellent written English and ability to produce professional, client-ready documents
• Customer-facing polish for video communications with high-net-worth clients
• Strong storytelling ability and educational communication skills to address client concerns through examples rather than sales pressure
• Desire to expand knowledge across financial planning, insurance, and investment instruments

Bonus if you also have:

• Familiarity with Commonwealth, American, or European financial systems
• Understanding of ethical financial planning focused on client needs rather than product commissions
• Knowledge of influence principles (bonus if you've read "Influence" by Robert Cialdini)
• Experience working with entrepreneurs and high-net-worth individuals
• Understanding of Canadian privacy law (PIPEDA)
• Familiarity with our tools: Microsoft Teams and SharePoint, MoneyGuidePro/NaviPlan/Snap Projections, Microsoft 365 suite, secure encrypted communications

Position Details

• Working Hours:

  4 hours required overlap between 8AM-12PM ET; remaining hours asynchronous based on your time zone; occasional evening and weekend availability required for client calls with Canadian clients who cannot meet during standard business hours

• Employment Type:

  Full-time (40 hours/week), Exclusivity Preferred

• Education:

  Bachelor's in Finance, MBA preferred, but CFP certification is the essential requirement

• Level:

  Upper-Intermediate (5 years), Senior (6+)

• Compensation:

  ~CAD $1,815 – $1,973 (INR 115K–125K) per month, based on experience. Structured as a Consultant Agreement (independent contractor), meaning you'll be responsible for your own taxes, benefits, and insurance.

Benefits of working with us:

• 🚀 Work directly with forward-thinking entrepreneurs across three businesses
• 🏡 Work from the comfort of your home
• 🏆 Collaborate with incredibly talented teammates
• 🧘🏾‍♀️ Work-life balance: 8 hours a day, 5 days a week
• 💰 Above-market compensation
• 💻 Remote-first company culture
• 🧠 Lots of learning & growth opportunities
• 💎 Gain valuable insights into wealth building strategies
• ⭐ Regular gestures of appreciation for our staff
• 🌎 Join a global team that values diverse perspectives
• 🎯 Ground floor opportunity in a new business vertical
• 🤝 Work with clients who actually want comprehensive planning
• ⚖️ Fixed compensation - no sales pressure or commission conflicts

Not sure you meet all the requirements? Apply anyway! We value diverse experiences and hire for potential.

If you don't hear back within 4 weeks, assume you weren't selected, but Goodwork may still reach out about other remote roles.

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