Bilingual Financial Planner

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.

Opal is seeking a bilingual Financial Planner (CFP, French/English) to manage and grow an existing book of business in Ontario, focusing on client relationships and tailored financial guidance.

• 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.

• Fully bilingual in French and English (required).
• Minimum of 3 years of experience in financial planning.
• Must be client-facing and based in Ontario.
• 4 weeks of vacation
• Competitive Base Salary + Bonuses
• Pension plan
• 100% employer-paid benefits from day one