Bilingual Financial Planner

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create detailed financial plans that encompass investments, retirement, tax strategies, estate planning, education funding, and insurance requirements.

• Engage with clients to comprehend their objectives, evaluate their financial landscape, and offer customized guidance.

• Develop and propose investment strategies tailored to clients' risk tolerance and long-term goals.

• Perform regular assessments of financial plans and portfolios, making adjustments for life events, market fluctuations, and changing aspirations.

• Ensure all recommendations adhere to relevant financial regulations and industry guidelines.

• Provide mentorship to junior financial planners and advisors.

• Cultivate and sustain long-lasting client relationships based on trust, proactive communication, and continuous support.

⛳️ Requirements

• Fully bilingual in French and English (mandatory).

• At least 3 years of experience in financial planning.

• CFP (Certified Financial Planner) designation is essential.

• Client-facing role, based in Ontario.

🏝️ Benefits

• 4 weeks of vacation.

• Competitive Base Salary + Bonuses.

• Pension plan.

• 100% employer-funded benefits from the first day.

• Performance-based health bonuses.

• Significant opportunities for career advancement.