Certified Financial Planner
Mylo
Montreal, Quebec, Canada
2d ago

Meet Mylo

Mylo is on a mission to help Canadians achieve their financial goals. The Mylo app makes it easy for everyone to save by automatically rounding up their purchases and investing the spare change, but roundups are just the beginning.

To help our users across all aspects of their financial lives, we use data to develop personalized insights, recommendations and services.

Now, we are looking for more great people who want to be part of a high-energy startup reshaping the financial services industry.

If you want to work with talented people, solve big problems and make life better for hundreds of thousands of people, in Canada and beyond, come join us at Mylo.

The Role : Financial Planner

Our mission is to help millennials achieve their financial goals. Our users have questions about everything from paying down debt, to reducing their cell phone bills.

We're looking for a Financial Planner to listen carefully to our users, understand their needs, and provide the right advice.

What You'll Be Doing

  • Helping users with questions about their financial lives, ranging from debt to saving, spending, or retirement.
  • Managing high-volume inbound support channels : you are part of the first line of defense in making sure our users receive the attention and care they need, in a timely manner.
  • Main support channel is chat-based, with occasional phone support required.

  • Document topics in our internal support tools as they arise.
  • Build trust and rapport by keeping users in the loop and resolving issues quickly and thoroughly
  • Qualities

  • Knowledge of Personal Finance : you can confidently respond to questions about financial concepts across a wide range of topics.
  • Problem Solving : you are curious and ask the right questions to quickly solve problems and provide the right advice to users.
  • Organization : you can handle multiple users at once and see them through to completion.
  • Communication : you are a great writer, can adjust your tone and formality to fit the situation, and are empathetic and patient with people.
  • Collaborating : you have a unique insight to our users' needs and work with our marketing, product and development teams to help inform, design and implement solutions.
  • Requirements

  • Bilingual English / French
  • Strong written communication skills
  • Analytical skills
  • Passion for personal finance
  • CFP designation
  • Bonus

  • Start-up experience
  • Financial planning experience
  • Why Mylo?

    Mylo has been downloaded over 750,000 times by Canadians looking for an easy and intelligent way to save and invest, many for the very first time.

    We've been featured in major media across the country, won a deal on Dragons' Den, and acquired an asset management firm with over $120M AUM.

    Our CEO Phil Barrar was nominated for EY Entrepreneur of the Year, made the Bay St Bull's 30

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