Financial literacy campaign and pathway to financial advisor (Canada)

Financial literacy campaign and pathway to financial advisor (Canada)

30 Sep
|
WORLD SYSTEM BUILDER
|
Canada

30 Sep

WORLD SYSTEM BUILDER

Canada

Company Description World System Builder is a community of financial professionals dedicated to providing accessible, high-quality financial education and transforming the financial services industry through a reliable, scalable system. The organization aims to bridge the gap between Wall Street and Main Street by offering professional guidance without complex jargon. Rooted in a grass-roots movement, World System Builder values authenticity, enthusiasm, and a strong sense of purpose.

Team members are driven by a genuine desire to help others improve their financial lives. The organization is committed to building a new kind of industry that empowers individuals and communities to achieve long-term financial success.

Role Description This is a remote role for a Pathway to Financial Advisor position. The role focuses on delivering financial literacy education through workshops, seminars, and one-on-one sessions, helping individuals understand core financial concepts and make informed decisions.

Responsibilities include developing and refining educational curricula,



creating clear and engaging learning materials, and participating in outreach efforts to grow community awareness of the campaign. The role also involves coaching participants on their financial journeys, guiding interested individuals along a structured pathway toward becoming financial advisors, and collaborating with team members to ensure consistent, high-quality program delivery. The successful candidate will actively contribute to a supportive, mission-driven setting while maintaining professional standards and ethical practices.

Qualifications

- Positive mindset.
- 18 + years , valid SIN and a Canadian resident .
- Coaching and mentoring training would be provided to guide participants through financial literacy goals and the pathway to becoming financial advisors.
- Ownership of personal responsibilities.
- Have commitment to empathy, inclusion, and professionalism.
- Ability to collaborate in a team setting, and manage initiatives simultaneously.

📌 Financial literacy campaign and pathway to financial advisor (Canada)
🏢 WORLD SYSTEM BUILDER
📍 Canada

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