Personal Finance Specialist (Remote)

Job summary

Review clients’ budgets, income statements, and credit reports, then develop tailored plans for budgeting, debt payoff, and emergency savings. Write clear financial reviews and educational resources, and track clients’ financial progress and adherence to their plans.

Job details

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

Review clients’ budgets, income statements, and credit reports, then develop tailored plans for budgeting, debt payoff, and emergency savings. Write clear financial reviews and educational resources, and track clients’ financial progress and adherence to their plans.

Requirements

A bachelor’s degree in Finance, Consumer Economics, or a related field and at least two years of experience in personal finance coaching, credit counseling, or banking are requested. Candidates should demonstrate empathy, analytical communication, adaptability, attention to detail, and collaboration skills; a relevant financial counseling certification is a plus.

Benefits

• Remote-First Culture
• Professional Development

Listed skills

• Budgeting · Preferred
• Financial Reporting · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Clear Communication · Preferred
• Financial analysis · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Budgeting
• Credit Management
• Debt Reduction
• Personal Savings Planning
• Financial Analysis
• Financial Coaching
• Credit Counseling
• Analytical Thinking
• Clear Communication
• Empathy
• Attention to Detail
• Financial Reporting
• Compliance
• Cross-Functional Collaboration
• Remote Work Adaptability

Job areas

• Finance & Accounting
• Customer Service & Support
• Education

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