Financial Formula Writer

Number of positions available: 1 The ReFrame Team is looking for a mathematically inclined person with experience in software development. We are currently developing a FinTech Project that will build financial plans for our clients utilizing mathematical formulas to make recommendations, based on individual situations. The wireframes have been completed and the project is currently being coded. We are seeking the help of someone who can help write the formulas that will be the basis of the recommendations. Getting started: After signing an NDA, the student will meet the team building the project. They will work directly with a Certified Financial Planner, a web developer, and a leading coder in the industry. This exciting project has gained interest from several investment firms and is a great opportunity to gain insight into the FinTech and financial services world. At The ReFrame Group, we like to develop relationships and help like-minded students in any way we can with future endeavors. This project will include: Writing formulas that can be entered into the software to give recommendations. Working directly with financial professionals, web developers, and coders Virtual meeting check ins with ReFrame member to collaborate and track progress Qualifications & Skills: Proficient in Microsoft Excel Ability to write financial formulas Attention to detail & willingness to learn

FinTech Referral Tracking Project

Number of positions available: 5 (individually or in a team) The ReFrame Team is looking for a creative and detail-oriented individual(s) who wants to help create an in-house referral tracking software between the different channels of our company. As members of our team refer business to other channels, we want them to be able to log in and see a live feed to track certain ongoing metrics around referrals they have made to other channels of the business. Phase 2 would allow for individuals outside of the company who make referrals, to have their own log-in and commission tracking system. At The ReFrame Group, we embrace technology and love working with creative individuals who do the same Getting started: To kick the project off, we will discuss the different metrics that we would like tracked, and then let the student(s) get creative as to how do that. We currently use Microsoft applications, and have looked at Power BI as an option. This project will include: Creating a visual analytics board to track referrals and referral metrics Allowing for ReFrame employees to log in and track their referrals and expected income from referrals Virtual meeting check ins with ReFrame member to collaborate and track progress Qualifications & Skills: Proficient in Microsoft Excel and possibly Power BI Attention to detail & willingness to learn Confidence to provide recommendations to ReFrame team members

Marketing outreach and Content Creation

Number of positions available: 5 ( individually or in a team) The ReFrame Team is looking for a creative and detail-oriented individual(s) who want to help create innovative marketing campaigns to reach key decision-makers at different companies across Canada. We need a marketing strategist for our company to speak to our services in Group Benefits, Insurance, Wealth Management and Financial Literacy. This role entails creating and managing social media marketing campaigns, creating engaging content, outreach, branding, and more. This is an incredible opportunity to work with a purpose-driven B-Corporation to use their business as a force for good. You will be reaching out to various organizations and individuals across multiple platforms. If you are a confident, creative, detail-oriented, and organized self-starter who has an interest in social media and marketing outreach, then this role is for you. We anticipate this project could be undertaken by an individual student (80 hours) or a team of students from 2-5 individuals (160-400 hours). Based on group size, the implementation and planning of tactics will be increased and allow for further collaboration and ideation in the marketing strategy. Getting started: To kick the project off we will ask student(s) to facilitate a marketing audit to better understand where The ReFrame Group is currently sitting in the market among competitors (direct & indirect). From there we will look for recommendations in marketing outreach and tactics which will then be implemented by the student(s). This project will include: · Facilitating an audit of existing marketing strategy to act as a base for which recommendations and tactics can be build from · Crafting marketing strategy including recommended tactics such as: digital marketing strategy (SEO, Google Ad Words), social media content calendar, · Outreach to relevant associations for partnership and collaborative opportunities within the HR community · Content creation for social media channels through Adobe photoshop, Canva, etc. · Social media management and growing the engagement through social channels such as Facebook and LinkedIn · Getting backlinks for the ReFrame website through thought leadership pieces and partner sits Qualifications & Skills: · Exceptional communication skills (verbal and written) · Attention to detail & willingness to learn · Confidence to provide recommendations and speak to the service offering of the ReFrame Group (once integrated with the team and product offerings) · Proficient in social media channels (Instagram, Facebook, LinkedIn, Twitter, etc)

Marketing Outreach and Digital Content Creation

We would like a student to help us with creating a list of contacts at specific companies in British Columbia who have group retirement plans for employees in their organization. We have a list of the companies we want to reach out to and we can show the student how to add relevant contacts in the company to our marketing list using LinkedIn Sales Navigator Once the list is complete, we work together to create content that is aligned with our vision, mission, and sector. We will ensure the student has a clear understanding of what these elements are for our organization, as well as the problems we are solving for these organizations. Ultimately, you will be working on content creation for our organization after the list of contact to reach out to is built If you like the sound of our culture, and are ready to tackle this challenge with us, then we'd love to hear from you.