Bilingual Financial Planner

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🕒 May 5

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OPAL Corporate Connections

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

💼 Consulting

Healthcare • Insurance • Consulting

OPAL Corporate Connections is a recruitment agency dedicated to matching qualified candidates with suitable employment opportunities for over 20 years. With a strong ethos of social responsibility, they focus on building relationships within the community, promoting ethical labor practices, and leveraging their extensive network to facilitate connections between clients and applicants. Their team of experienced recruitment professionals ensures efficiency and effectiveness in the hiring process across various sectors.

📋 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

• 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