Join Our Team

Become A Financial Concierge™

A Financial Concierge™ is a Daily Money Manager (DMM) who performs personal day-to-day financial services for seniors who are unable to do so themselves.

Proud to offer a unique, heartfelt service that fills a much needed gap in financial services available to seniors, we provide clarity, insight, and partnership in the management of day-to-day financial matters. Our services are professional, personalized, confidential, and in-home wherever possible. In a nutshell:

“We help older adults who can’t, don’t, or shouldn’t manage their daily financial affairs.”

And, although our primary focus is on supporting seniors, we also provide these services to busy professionals, small businesses or other individuals in need.

what we do

Our Basic Services Include

Document Organization

Important personal and financial documents organized in our Family Playbook™

Bill Payments

Bill payments, budgeting, record keeping and statement reconciliation

Wills & Estates

Estate administration and assist or assume role(s) of Executor and/or Power of Attorney

start here

Your Rewarding Career Adventure Awaits

Are you a mature, experienced, self-starter looking for a new entrepreneurial opportunity in the burgeoning senior market? If you have a passion to improve the quality of life for seniors through helping manage their day-to-day financial activities, then this role may be just right for you.

Our goal is to help seniors age in place with independence and on their own terms. We believe they deserve affordable service options to help them face the inevitable changes that come with aging and provide peace of mind.

Requirements:

Skills / Competencies

  • Mature professional – retired or semi-retired
  • Enjoys working with seniors
  • 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 immunization
  • Valid driver license and dependable vehicle
  • Laptop
  • Scanner/printer/copier
  • Internet access
  • Cell phone
  • Open to part time position 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 connecting with you to see if we’d be a good fit to work together!