Bilingual Senior Financial Planner

Opal Corporate Connections • Hawkesbury • 4d ago

Create comprehensive financial plans that cover investments, retirement, tax strategies, estate planning, education funding, and insurance needs.
Meet with clients to understand their goals, assess their current financial situation, and provide tailored advice.
Develop and recommend investment strategies aligned with clients' risk tolerance and long-term goals.
Regularly review clients' financial plans and portfolios to adjust for life changes, market trends, or new goals.
Ensure all advice and planning comply with financial laws, regulations, and industry standards.
Mentors junior financial planners or advisors.
Build long-term relationships through trust, proactive communication, and ongoing support.

Requirements

Must be bilingual French and English.
Must have a minimum of 3 years in financial planning.
Must have the CFP AND the IIROC licenses. Benefits
4 weeks vacation
Pension Plan
100% benefits - Day one
Hybrid - office only twice per week or other road meeting clients.
Health bonuses
Room for growth

Related Jobs

Paid Co-op Field Inspector

Aplin Martin • Hawkesbury, Canada • 4d ago

4d ago

Territory Sales Manager

Uline • Hawkesbury, Canada • 4d ago

4d ago

Outside Sales Internship - Summer 2025

Uline • Hawkesbury, Canada • 4d ago

4d ago

Operator L2-4

IKO North America • Hawkesbury, Canada • 4d ago

4d ago

Operator L2-4

IKO North America • Hawkesbury, Canada • 4d ago

4d ago

Outside Sales Representative

Uline • Hawkesbury, Canada • 4d ago

4d ago

Civil Field Inspector

Aplin Martin • Hawkesbury, Canada • 4d ago

4d ago

Personal Support Worker

Extendicare • Hawkesbury, Canada • 4d ago

4d ago

Dentiste - Clinique Dentaire Dr Iannick Charlebois

Dentalcorp • Lachute, Canada • 4d ago

4d ago

Customer Service Officer

YMCA NSW • Hawkesbury, Canada • 4d ago

4d ago