Editorial Advisor (CFP, CFA, CPA, Paralegal) — Canadian Personal Finance and Life Guidance Platform

About Setwell Setwell (setwell.ca) is a Canadian plain-language guidance platform helping three audiences navigate important life moments: newcomers settling in Canada, young adults building their financial lives, and Canadians managing loss and estate administration. The platform publishes verified, professionally edited financial and life guidance content, with interactive tools built into each article to help readers take action on what they've read. These include interactive calculators, decision trees, and application checklists built specifically for each topic, for example an FHSA contribution room calculator, a TFSA versus RRSP account selector, and a CPP death benefit eligibility router. Every article follows a rigorous six-dimension editorial audit framework, is independently verified against primary sources including official government websites, and is written to plain-language standards appropriate for ESL readers and financial beginners. Setwell also features a user-facing AI chatbar powered by the Gemini API, designed to help readers navigate their specific questions after reading an article. This chatbar operates independently of the static published articles and is governed by its own automated disclaimers. The advisor has no involvement in, or responsibility for, any AI-generated chatbar responses, which operate under separate technical and editorial constraints. The Editorial Advisor role covers only the static, published long-form articles and does not extend to the chatbar or its responses. Setwell is operated by a practicing Canadian lawyer with a background in legal research and public policy. The platform is currently in its final pre-launch stage, with an advisory relationship being established in advance of launch. Before committing to the engagement, the right candidate is welcome to preview the platform to assess fit. The Role I am looking for a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA), or Canadian paralegal with relevant practice experience to serve as Setwell's named Editorial Advisor for financial content. The right credential depends on the content being reviewed. Financial articles are best reviewed by a CFP, CFA, or CPA. Legal and procedural articles are best covered by a paralegal. Other professionals will be engaged to review content outside of your expertise. This posting is for the named Editorial Advisor who then reviews articles within their expertise on an ongoing basis. This is not a content writing role. It is a professional advisory and content review role with a named editorial credit on the platform. What the role involves: Reviewing Tier 1 financial articles for factual accuracy, professional standards compliance, and appropriate plain-language framing before publication. Financial articles cover registered accounts (TFSA, RRSP, FHSA), tax implications, government benefits, and retirement planning. Legal and procedural articles cover bereavement leave, estate administration, and government program applications. Flagging any claims that require correction, sourcing, or additional nuance given your professional knowledge of Canadian financial planning practice. Being named as Editorial Advisor on Setwell's About and Editorial Standards pages, with a permanent professional backlink to your website, LinkedIn profile, or practice page of your choice, active for the duration of our working relationship. Most article reviews are expected to take between one and two hours including written feedback, at a pace of one to two articles per month. What the role does not involve: Providing financial advice to readers. Setwell is an educational resource, not a financial advisory service. The platform's existing disclaimer language makes this boundary explicit on every page. Your role is editorial oversight of content accuracy and professional standards, not client-facing advice, client intake, or recommendations of any kind. Writing or researching articles from scratch. All content is drafted by the platform operator, who also independently fact-checks every claim against official sources before the article reaches you. Your review is a rigorous second pass applying your professional expertise and judgment, not a build-from-the-ground-up exercise. Initial Engagement The initial engagement covers two deliverables: First, a review of five completed Tier 1 articles, covering topics including TFSA versus RRSP, the First Home Savings Account, and the CPP Death Benefit. Each review involves reading the published article, flagging any factual inaccuracies or professional standards concerns, and providing brief written notes on corrections or improvements. Most articles run 1,500 to 2,500 words. Second, confirmation of the named editorial credit and backlink arrangement, including the bio and credential text you would like attributed on the site. The onboarding fee for the initial engagement is $500 CAD, which covers the five article reviews and the setup of your named credit on the platform. A formal engagement letter will be provided and agreed upon before any work begins. Before committing, you are welcome to preview the platform and review sample articles to assess whether this engagement is a good fit. Ongoing Arrangement After the initial fixed-price onboarding engagement, the relationship transitions to ongoing per-article work. Each article review is compensated at a rate of $75 to $125 CAD per article depending on complexity, with no fixed end date. New Tier 1 articles requiring review are produced at a steady pace of one to two per month, giving you a predictable and manageable monthly commitment. This is an ongoing relationship, not a one-time project. The named editorial credit and backlink remain active on the platform for the duration of our working relationship. Either party may end the arrangement with reasonable notice. If the relationship ends for any reason, your name, bio, and backlink will be removed from the site promptly and completely. Setwell is a slow-build platform with a one to three year growth horizon. I am not promising overnight scale. What I am building toward is a trusted, well-trafficked Canadian resource with a durable audience and sustainable affiliate revenue. As the platform grows in traffic and revenue over that period, I intend to revisit the compensation structure to reflect that growth. Trust, reliability, and a good working relationship matter most to me in this engagement, and compensation will reflect that over time for the right person. Who I Am Looking For A CFP, CFA, or CPA in good standing with their respective professional body, or a paralegal with relevant Canadian practice experience in estate administration, employment law, or government benefits. Three to seven years post-designation or post-call preferred, with strong working knowledge of Canadian personal finance, registered accounts, taxation, or legal procedure depending on your background. Someone who cares about financial literacy and plain-language communication, and who sees value in being publicly associated with a professionally built, rigorously edited Canadian financial and life guidance platform. Someone who is organized, responsive, and comfortable providing direct, specific written feedback rather than general impressions. Alberta or Ontario practice preferred given the platform's primary audience, though other provinces are welcome to apply if the credential and experience are a strong fit. To Apply Please send a brief message covering the following: Your professional designation or credential, your governing body, and your year of designation or call. Your primary area of financial planning practice. One or two sentences on why this kind of engagement interests you. A link to your professional website or LinkedIn profile. A CV or professional resume is welcome but not required. I am not looking for the most experienced or highest-profile advisor. I am looking for someone at an earlier stage of their career who finds this kind of work genuinely interesting and sees the named credit, professional backlink, and growing relationship as meaningful. A Note on Professional Liability and Regulatory Standing Your role as Editorial Advisor involves reviewing published content for factual accuracy and professional standards. It does not constitute providing financial advice to readers, and is not intended to establish a fiduciary or advisory relationship between you and Setwell's audience. A formal engagement letter will be provided and agreed upon before any work begins, explicitly defining this as a business-to-business media consulting arrangement and confirming the scope and limits of the role. This letter is designed to protect both parties and to ensure clarity around your regulatory standing with FP Canada. If you work within a financial institution or firm that has compliance requirements around external engagements, you are encouraged to obtain confirmation from your compliance team or FP Canada that this limited media review role complies with your professional obligations before applying.