AA

Affinity Advisors NZ

Verified Job Source

Giving you financial freedom.

Dunedin, Otago

1–10 people

About

Our passion is to share our knowledge, establish and enjoy a long-term relationship and enrich your life financially. We are professionals with extensive experience in the finance industry. Our team will guide and support you throughout your financial journey.

Open positions

Coach

On-site

Role Description The Coach role is a full-time, on-site position based in the Greater Vancouver Metropolitan Area. The Coach will meet with clients regularly to understand their current situations, clarify goals, and provide personalized guidance and practical action plans. Day-to-day responsibilities include conducting one-on-one coaching sessions, explaining financial concepts in a clear and accessible manner, and helping clients develop budgeting, savings, and long-term planning habits. The Coach will monitor client progress, adjust coaching plans as appropriate, maintain accurate records…