Personal Finance Specialist (Remote)
The specialist will guide individuals in budgeting, debt reduction, and savings goals by creating tailored action plans. They are also responsible for delivering written financial reviews and developing educational resources.
- Remote
- Canada
- Posted Sep 5, 2026
- 1 position
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Job summary
Role: Personal Finance Specialist (Remote) Location: Remote (Canada) Employment Type: Full-Time Job Overview: We are hiring a Personal Finance Specialist to guide individuals in mastering budgeting, credit management, debt reduction strategies, and personal savings goals. What You'll Do: Review individual budgets, income statements, and credit reports. Create tailored action plans for debt payoff, emergency savings, and budgeting. Deliver written reviews explaining financial steps in clear language. Create educational resources and guides regarding personal finance topics. Track metrics related to client financial progress and plan adherence. What We're Looking For: Bachelor’s degree in Finance, Consumer Economics, or related fields. 2+ years of experience in personal finance coaching, credit counseling, or banking. Deep empathy combined with clear analytical communication. Certification (e.g., AFC®, Certified Financial Counselor) is a plus. Core Competencies for Success: Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives. Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment. Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance. Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders. Why You’ll Love Working With Us: Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive. Meaningful Impact: You aren't just crunching numbers; your insights will directly influence our strategic growth. Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector. Equal Opportunity Employer We hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!
What you’ll do
The specialist will guide individuals in budgeting, debt reduction, and savings goals by creating tailored action plans. They are also responsible for delivering written financial reviews and developing educational resources.
Requirements
Candidates must have a Bachelor's degree in Finance or a related field and at least 2 years of experience in personal finance coaching or banking. Professional certifications like AFC or Certified Financial Counselor are considered a plus.
Benefits
• Remote-First Culture • Professional Development • Continuous Learning Support
Listed skills
- BudgetingPreferred
- Financial ReportingPreferred
- CompliancePreferred
- Cross-Functional CollaborationPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Budgeting
- Credit Management
- Debt Reduction
- Financial Coaching
- Analytical Thinking
- Financial Reporting
- Compliance
- Cross-Functional Collaboration
- Credit Counseling
- Personal Finance
Job areas
- Finance & Accounting
- Consulting
- Education
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 2+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
- Application method
- Direct apply is available