Join Our Team
Become A Financial Concierge™
A Financial Concierge™ provides professional power of attorney and executor services for Canadians who need help with responsibilities associated with these roles.
We can be appointed as an executor and/or “attorney”, or act as an agent to provide support and coaching for the appointed representatives. As a fiduciary, we assume the risk, focus solely on the best interests of our clients and are accountable for the work we deliver.
From assuming all the executor tasks required to settle an estate to performing day-to-day financial activities and resourcing health care providers under Powers of Attorney, we provide the experience, oversight, project management, and engagement with the necessary professionals to deliver positive outcomes for our clients.
what we do
Our Basic Services Include
Professional Executor Services
We support our clients with estate administration and/or assume the role of Executor.
Professional Power of Attorney (POA) Services
We act as "attorneys" and/or agents for property and personal care directives. This may include daily money management activities, such as bill payments and budgeting, as well as assisting with managing healthcare matters.
Document Organization
Using our proprietary Family Playbook™, we help our clients get organized with their personal and financial documents. Our Family Playbook™ is foundational for all our services
start here
Join a Passionate, Experienced Team
Are you an experienced, self-starter looking for a new entrepreneurial opportunity as a professional executor and power of attorney?
If you have a passion to help Canadians manage power of attorney duties for property and health care decisions, and executor duties at a time of the largest intergenerational wealth transfer, then this role is a fit for you.
Our goal is to support every client’s unique circumstance, whether they’re struggling when the unexpected happens with no financial or medical plan, or they have a well articulated plan. We help inexperienced family members by providing impartial, experienced POA and estate administration services.
Requirements:
Skills / Competencies
- Experience working in the financial services industry
- Experience with estate administration
- Holds a Certified Executor Advisor (CEA) certification or willing to secure one
- Experience acting under a POA for Property and/or POA for Personal Care
- Enjoys working with busy professionals and older adults
- Strong organizational and interpersonal skills
- Enjoys meeting and connecting with others
- Computer literate
- Aptitude for bookkeeping and working with financial statements
- Detail oriented
- Good communication and presentation skills
- Willingness to continued education through certification courses
- Entrepreneurial spirit – self starter, keen to try out new ideas
Pre-qualifications
- Clear police background report including vulnerable sector check
- Good to excellent credit score
- Influenza/Covid immunization if working with seniors
- Valid driver license and dependable vehicle
- Laptop/scanner/printer/copier
- Internet access
- Cell phone
- Open to part time, independent contractor role with no guaranteed or required minimum hours
Apply Now
Interested in joining the Financial Concierge™ team?
Email us at hello@financial-concierge.ca and include:
- Resume
- Informal head shot
- Brief bio (4-5 lines)
- Copy of background report/vulnerable sector check
- Copy of credit score (not the report – just the numeric score)
We look forward to learning more about you and if this role is a good fit!