Senior Financial Planner (Bilingual)

OPAL Corporate Connections; Eastern Ontario; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to create tailored financial strategies for high net worth clients. The role involves client meetings, investment strategy development, and compliance with financial regulations. This position offers a hybrid work model, competitive benefits, and opportunities for professional growth.

Benefits

Pension Plan included

100% benefits starting day one

Room for growth

Qualifications

• Minimum of 3 years in financial planning with high net worth clients.
• Must hold CFP and IIROC licenses.
• Bilingual in French and English.

Responsibilities

• Create comprehensive financial plans covering various aspects.
• Meet with clients to understand goals and provide tailored advice.
• Mentor junior financial planners or advisors.

Skills

Bilingual in French and English

Client Relationship Management

Investment Strategy Development

Education

CFP Certification

IIROC License

Job description

Financial Planner

Location: Prescott and Russell, ON, Canada

Responsibilities

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

Requirements

• Must be bilingual in French and English.
• Minimum of 3 years in financial planning with high net worth clients.
• Must hold CFP and IIROC licenses.
• Pension Plan included.
• 100% benefits starting day one.
• Hybrid work model: office only twice per week or other arrangements for client meetings.
• Room for growth.