Join Opal as a bilingual Financial Planner (CFP, French/English) managing a well-established book of business in Ontario. Focus on cultivating client relations and delivering customized financial solutions.
This role is ideal for an experienced advisor aiming to grow client relationships without the stress of building a portfolio from scratch. You'll provide expert guidance in various financial planning domains, ensuring compliance with industry standards while mentoring junior staff.
Key Responsibilities:
• Develop detailed financial plans covering investments and more
• Meet clients to understand their goals and financial status
• Design and implement investment strategies fitting client profiles
• Regularly review and adapt financial plans with clients
• Mentor and support junior financial planners on the team
Requirements:
• Must be fully bilingual in French and English
• 3+ years of experience in financial planning
• Client-facing role based in Ont...