Remote Bilingual CFP - Financial Planning Specialist

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

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.