Bilingual Certified Financial Planner – GTA

Beyond Bilingual Inc.; Remote; CAD 95,000 - 100,000; Full time

Job summary

A leading Financial Services firm in Toronto is seeking a Bilingual Certified Financial Planner to develop client networks and enhance investment growth. The role is remote with flexible hours and offers a competitive salary of $95K-$100K plus bonuses. Ideal candidates are bilingual in French and English and have at least five years of experience in financial services. Join a supportive environment with comprehensive benefits and professional development opportunities.

Benefits

Comprehensive Company-Paid Benefits

Long-Term Disability (LTD)

Defined Benefit Pension Plan

Three Weeks of Paid Vacation

Employee Assistance Program (EAP)

Qualifications

• Current CFP designation and eligible for registration with a CIRO firm in Ontario.
• At least five years of experience in financial services is necessary.
• Ownership of a car is essential.

Responsibilities

• Develop networks to grow the client’s client base.
• Increase investments from existing clients within the assigned territory.
• Work closely with lending staff within the territory.

Skills

Bilingual French and English

Proficiency in MS Office and financial planning software

Education

Post-secondary education

CFP designation

Job description

Bilingual Certified Financial Planner – GTA

Permanent, Full Time

SALARY $95K-$100K+ Approx. 20% Bonus

Location: Remote; periodic in-person client meetings within the Greater Toronto Area (GTA)

Hours: Flexible schedule, Monday through Friday, 40 hours/per week

Compensation: $95,000–$100,000 base salary plus approximately 20% bonus

Company: Our client is a leading Financial Services firm that continues to grow. Due to continued growth, they are looking to add a talented Certified Financial Planner to their team of professionals.

Employee Benefits and Perks

• Comprehensive Company-Paid Benefits after 3 months, including extended health, dental, vision, basic life insurance, travel insurance, and short-term disability.
• Long-Term Disability (LTD) available (employee-paid premium).Defined Benefit Pension Plan with 6%–8% employer contributions, offering predictable retirement income and survivor benefits.
• Remote Work Environment providing flexibility and work-life balance.
• Three Weeks of Paid Vacation plus additional leave entitlements.
• Business Casual Dress Code supporting a comfortable, professional workplace.
• Robust Training Programs and ongoing learning & development support.
• Experienced Leadership offering coaching, mentorship, and strong team support.
• Employee Assistance Program (EAP) for confidential well-being support.
• Employee-Led Committees promoting engagement, collaboration, and innovation.
• Community Care Program allowing employees to give back and make an impact.
• Team Building Activities and optional social events to stay connected.

Job Summary

As a Certified Financial Planner professional, you will develop networks to grow our client’s client base, raise awareness of the firm and their services within the education community, increase investments from existing clients within your assigned territory and work closely with lending staff within the territory.

Qualifications

• Candidates should be bilingual French and English
• Current CFP (Certified Financial Planner) designation and eligible for registration with a CIRO firm in Ontario
• Completion of post-secondary education is required.
• At least five years of experience in financial services is necessary.
• Ownership of a car is essential.
• Proficiency in MS Office and financial planning software is expected.