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Part-Time Financial Coach (Contractor) - Canada Based
Part-Time Financial Coach (Contractor) - Canada BasedMSA • Milwaukee, WI, US
Part-Time Financial Coach (Contractor) - Canada Based

Part-Time Financial Coach (Contractor) - Canada Based

MSA • Milwaukee, WI, US
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Part-Time Financial Coach (Contractor)

My Secure Advantage equips and empowers people to take charge of their financial future. We are the national leader in financial well-being services, providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. On average, we see our members :

  • Crush $4,928 in debt
  • Boost credit scores by 54pts
  • Add $6,328 in emergency savings accounts
  • Swell retirement savings by more than 4.4% per year
  • Rescue $890 in monthly discretionary income

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, and home buying. This is a fully remote position available to candidates outside of the United States. Coaches will deliver unbiased, non-sales-driven coaching tailored to each employee's unique financial situation.

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 - must be

    • Preferred Qualifications :

  • Certification in financial coaching or planning is highly desirable but not required.
  • Experience working with diverse populations and financial situations.
  • Fluent in English (additional languages are a plus).
  • Knowledge of financial systems and practices in multiple countries is helpful.

    • Compensation :

  • Competitive session rates based on experience and qualifications.

    • Benefits of the Role :

  • Flexible, part-time schedule.
  • Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
  • Work from the comfort of your home with fully remote sessions.
  • No salesfocus solely on providing unbiased financial education and guidance.

    • Application Process :

    To apply, please submit :

  • A brief cover letter highlighting your financial coaching experience.
  • Your resume or CV.
  • Any relevant certifications or qualifications.

    • We look forward to hearing from you and exploring how your expertise can help us empower employees with valuable financial knowledge!

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    Financial Coach • Milwaukee, WI, US

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