Top Benefits
About the role
OPPORTUNITY OPEN TO CANADIAN RESIDENTS ONLY
Company Description We are a growing financial services firm built on education, long term relationships, and doing right by people. Our work focuses on helping individuals and families better understand their finances so they can make confident decisions and move forward with clarity.
As we continue to expand, we are looking to bring on a small number of people who are curious, motivated, and interested in meaningful work that makes a real impact.
Role Description This is a remote opportunity for individuals who are open to learning a new skill set and building a people focused career.
No prior experience in finance is required. Training and mentorship are provided in house. What matters most is who you are as a person, not what you already know.
In this role, you will learn how to educate and support individuals and families around basic financial concepts. You will be trained to help people organize their finances, ask the right questions, and understand their options. As your confidence and knowledge grow, your responsibilities will grow with you.
This role can be part time or full time depending on availability and personal goals.
Who This Is a Good Fit For This opportunity may be a good fit if you enjoy helping people, value education, and want to build something long term.
You may enjoy this role if you like learning, are open to coaching, and are willing to work hard. You do not need a background in finance. The technical knowledge can be taught. Integrity, work ethic, and genuine care for others cannot.
What We Offer You will receive structured training and ongoing mentorship in a supportive environment. The role offers flexibility, professional development, and the opportunity to grow into a long term career. Income potential grows as skills, responsibility, and experience develop.
Next Steps If this sounds like something you would like to learn more about, send me a message!
About Stroud Financial Planning
At Stroud Financial Planning, we believe financial planning should feel empowering, understandable and deeply personal. Too often, people are left feeling overwhelmed, undereducated or unsure where to start when it comes to their finances. Our mission is to change that through an education first approach focused on clarity, confidence and long term financial well being.
We work with individuals, families, professionals and business owners to help create financial strategies that align with their goals, values and lifestyle. Whether someone is building wealth, protecting their family, planning for retirement, preparing for major life changes or simply looking for more structure and guidance, we focus on creating personalized solutions designed around real life needs.
Our approach combines financial education with practical planning so clients not only have a strategy, but also understand why it works. We believe informed people make stronger financial decisions and feel more confident about their future.
Services may include financial planning, wealth accumulation strategies, retirement planning, insurance and protection planning, estate and legacy considerations, education savings strategies, tax efficient planning concepts and long term financial goal setting.
At the heart of Stroud Financial Planning is a commitment to building genuine relationships rooted in trust, transparency and care. We are passionate about helping people move from financial stress and uncertainty toward greater peace of mind, control and freedom.
We know financial success looks different for everyone. Our goal is not simply to help clients accumulate wealth, but to help them build a life that feels secure, intentional and aligned with what matters most to them.
Plan with confidence. Live with purpose.
Similar Jobs
Top Benefits
About the role
OPPORTUNITY OPEN TO CANADIAN RESIDENTS ONLY
Company Description We are a growing financial services firm built on education, long term relationships, and doing right by people. Our work focuses on helping individuals and families better understand their finances so they can make confident decisions and move forward with clarity.
As we continue to expand, we are looking to bring on a small number of people who are curious, motivated, and interested in meaningful work that makes a real impact.
Role Description This is a remote opportunity for individuals who are open to learning a new skill set and building a people focused career.
No prior experience in finance is required. Training and mentorship are provided in house. What matters most is who you are as a person, not what you already know.
In this role, you will learn how to educate and support individuals and families around basic financial concepts. You will be trained to help people organize their finances, ask the right questions, and understand their options. As your confidence and knowledge grow, your responsibilities will grow with you.
This role can be part time or full time depending on availability and personal goals.
Who This Is a Good Fit For This opportunity may be a good fit if you enjoy helping people, value education, and want to build something long term.
You may enjoy this role if you like learning, are open to coaching, and are willing to work hard. You do not need a background in finance. The technical knowledge can be taught. Integrity, work ethic, and genuine care for others cannot.
What We Offer You will receive structured training and ongoing mentorship in a supportive environment. The role offers flexibility, professional development, and the opportunity to grow into a long term career. Income potential grows as skills, responsibility, and experience develop.
Next Steps If this sounds like something you would like to learn more about, send me a message!
About Stroud Financial Planning
At Stroud Financial Planning, we believe financial planning should feel empowering, understandable and deeply personal. Too often, people are left feeling overwhelmed, undereducated or unsure where to start when it comes to their finances. Our mission is to change that through an education first approach focused on clarity, confidence and long term financial well being.
We work with individuals, families, professionals and business owners to help create financial strategies that align with their goals, values and lifestyle. Whether someone is building wealth, protecting their family, planning for retirement, preparing for major life changes or simply looking for more structure and guidance, we focus on creating personalized solutions designed around real life needs.
Our approach combines financial education with practical planning so clients not only have a strategy, but also understand why it works. We believe informed people make stronger financial decisions and feel more confident about their future.
Services may include financial planning, wealth accumulation strategies, retirement planning, insurance and protection planning, estate and legacy considerations, education savings strategies, tax efficient planning concepts and long term financial goal setting.
At the heart of Stroud Financial Planning is a commitment to building genuine relationships rooted in trust, transparency and care. We are passionate about helping people move from financial stress and uncertainty toward greater peace of mind, control and freedom.
We know financial success looks different for everyone. Our goal is not simply to help clients accumulate wealth, but to help them build a life that feels secure, intentional and aligned with what matters most to them.
Plan with confidence. Live with purpose.