PT Financial Coach (Contractor) - CANADA

My Secure Advantage

We exist to equip and empower people to take charge of their financial future. 

Job Title: Part-Time Financial Coach (Contractor) - Approximately 8 hours a week - Must be Fluent in English and French & reside in Canada

Location: Remote - Based in Canada

About us

MSA is the national leader in financial well-being services. We are a small but strong company with a rockstar 35+ year track record of 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

Overview:
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 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.
• Fluent 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

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 sales—focus solely on providing unbiased financial education and guidance.

Application Process:

To apply, please submit:

1. A brief cover letter highlighting your financial coaching experience.
2. Your resume or CV.
3. 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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Additional Acknowledgments and Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

• Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
• I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
• I understand that, in connection with the routine processing of my employment application, the Company may require me to submit to a drug test.
• I understand that, in connection with the routine processing of my employment application, the Company may require me to pass a standard background check. 
• I further understand that my employment/contract with the Company may start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer.  We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.