This is a remote position.
Opal is currently partnering with a top employer to find a bilingual Financial Planner (CFP, French/English) to take over a well-established book of business in Ontario. This role is designed for an experienced advisor who wants to focus on managing and growing client relationships, without the pressure of building a book from scratch.
Job Description
- Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, education funding, and insurance needs.
- Meet with clients to understand their goals, assess their financial situation, and provide tailored advice.
- Design and recommend investment strategies aligned with clients’ risk tolerance and long-term objectives.
- Conduct regular reviews of financial plans and portfolios, adjusting for life changes, market conditions, and evolving goals.
- Ensure all recommendations comply with applicable financial regulations and industry standards.
- Mentor junior financial planners and advisors.
- Build and maintain long-term client relationships through trust, proactive communication, and ongoing support.
Requirements
Requirements
- Fully bilingual in French and English (required).
- Minimum of 3 years of experience in financial planning.
- CFP (Certified Financial Planner) designation required.
- Must be client-facing and based in Ontario.
Benefits
- 4 weeks of vacation
- Competitive Base Salary + Bonuses
- Pension plan
- 100% employer-paid benefits from day one
- Performance-based health bonuses
- Strong opportunities for career growth
