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Bilingual Senior Financial Planner

Hospitality Full Benefits Career Growth
Company

Opal Corporate Connections

Location

hawkesbury, Canada

Posted

June 06, 2026

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About This Opportunity

Hawkesbury, Canada | Posted on 05/12/2025

  • Create comprehensive financial plans that cover investments, retirement, tax strategies, estate planning, education funding, and insurance needs.
  • Meet with clients to understand their goals, assess their current financial situation, and provide tailored advice.
  • Develop and recommend investment strategies aligned with clients' risk tolerance and long-term goals.
  • Regularly review clients' financial plans and portfolios to adjust for life changes, market trends, or new goals.
  • Ensure all advice and planning comply with financial laws, regulations, and industry standards.
  • Mentor junior financial planners or advisors.
  • Build long-term relationships through trust, proactive communication, and ongoing support.

Requirements

  • Must be bilingual French and English.
  • Must have a minimum of...