Bilingual Senior Financial Planner

2 days ago

Hawkesbury Ontario KA Canada Opal Corporate Connections Full time $80,000 - $120,000 per year

- Create comprehensive financial plans thatcover investments, retirement, tax strategies, estate planning, educationfunding, and insurance needs. - Meet with clients to understand their goals, assess their current financialsituation, and provide tailored advice. - Develop and recommend investment strategies aligned with clients' risktolerance and long -term goals. - Regularly review clients' financial plans and portfolios to adjust for lifechanges, market trends, or new goals. - Ensure all advice and planning comply with financial laws, regulations, andindustry standards. - Mentors junior financial planners or advisors. - Build long -term relationships through trust, proactive communication, andongoing 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

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