Join My Secure Advantage as a Financial Coach specializing in tax planning. This remote position involves coaching members on tax strategies and financial wellness, operating at approximately eight hours weekly.

The company seeks a passionate individual with experience in tax preparation and a proven track record of engaging clients. You will offer unbiased financial guidance without sales targets, focusing purely on client success. MSA champions a culture of integrity and personal development.

Key Responsibilities: • Facilitate remote coaching sessions focused on tax planning • Develop relationships and provide empathetic support • Educate clients on financial concepts and strategies • Research and address complex financial issues • Empower members to achieve their financial objectives

Requirements: • Degree in finance or related field and 5+ years in tax roles • CPA, CFP, or equivalent certification preferred • Mastery of communication and listening skills • Flexibility to conduct sessions two evenings weekly • Technical proficiency in financial software and tools

Help clients overcome financial hurdles and thrive in their financial futures as part of My Secure Advantage. #J-18808-Ljbffr

📌 Financial Coach - Tax Planning Specialist (Winnipeg)
🏢 My Secure Advantage
📍 Winnipeg