Bilingual Financial Planner

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