Who We Are
Our mission is to "make financial freedom accessible to everyone”, and our specialty is making personal financial management education entertaining and easy to implement. We take deliberate actions to find the latest trends in engagement, education tools, and seek to reach every audience member through our dynamic teachings. We take feedback and client satisfaction seriously by implementing feedback given to us.
Businesses, Associations, Schools, Government bodies and households use Enriched Academy to assist their employees, members, and students to reduce financial stress, the #1 source of stress in Canada. We deliver through an interactive online platform, training events, and one-on-one financial coaching.
We are a rapidly growing team working remotely from home-based offices across Canada and internationally.
The Role
This role reports directly to the Chief Operating Officer and requires advanced financial planning, coaching, and interpersonal skills, with a strong aptitude for both numbers and communication. You will work directly with clients to navigate a wide range of personal financial scenarios using Enriched Academy’s curriculum and tools.
You enjoy giving and receiving feedback, collaborating to improve tools, curriculum, and department processes, and making the team around you better. While you’ll join a few internal meetings each month, your schedule is largely yours to manage. We offer a standard curriculum, but you may supplement it with relevant, compliant tools where appropriate.
Enriched Academy is seeking an experienced Certified Financial Coach located in British Columbia (BC), Alberta (AB), or Saskatchewan (SK) to support clients with financial confidence and long-term success on evenings and weekends.
Preference will be given to candidates located in Western Canada. The ideal candidate has robust experience in financial planning and client retention and thrives in a performance-driven environment where hours are self-managed provided KPIs are met.
Responsibilities
Financial Coaching
- 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 client information into the CRM/SharePoint Files.
- Proactively reach out to unresponsive or no-show clients.
- Collect feedback and testimonials from clients.
- Use EA-approved content and tools.
- Ensure coaching aligns with measurable client outcomes (e.g., reduced debt, increased savings, improved financial literacy), tracking client outcomes such as debt reduction, improved budgeting, or goal completion.
- Maintain client confidentiality and uphold ethical standards in line with FP Canada and Enriched Academy guidelines.
Curriculum Development (as requested)
- Collaborate on curriculum tools, resources, or assignments
- Participate or collaborate in continuous improvement discussions on process, communication, and curriculum alignment.
Other
- 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 Enriched Academy Education, Association & Corporations, and Marketing teams to improve client engagement and retention.
- Adhere to data privacy, FDE, and ethical guidelines as set by Enriched Academy and FP Canada/AFCPE standards.
- Ensure all advice remains educational and not product-specific or investment advisory.
Must-Have Skills
- Expertise in financial coaching across Canadian context.
- Ethical Integrity: Deep understanding of fiduciary and ethical standards in financial coaching.
- Outcome Orientation: Ability to translate financial literacy concepts into actionable client success.
- Tech Comfort: Ability to use CRM systems, scheduling tools, and client-facing platforms efficiently.
- Adaptability: Comfortable coaching clients with diverse financial situations (students, professionals, families, retirees).
- Metrics Mindset: Familiar with KPIs such as client retention, satisfaction (NPS), and outcome tracking.
- You are continuously leveling up through self-education via 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 Microsoft Office Suite or related software.
Must-Have Education and Experience
- Required: CFP® (Certified Financial Planner).
- Minimum 5+ years of financial coaching, counselling, or planning experience.
- Evening and weekend availability is required.
Rate: $80/session