Posted 18 months ago
Bilingual Senior Financial Planner
@ Opal Corporate Connections
Hawkesbury, Ontario
Overview
Opal Corporate Connections is hiring a bilingual French and English Senior Financial Planner for a full-time role. The planner builds comprehensive financial plans covering investments, retirement, tax, estate, education funding and insurance, and mentors junior staff. The posting requires at least 3 years in financial planning, the CFP and IIROC licences, and offers a hybrid arrangement with office attendance twice a week.
Responsibilities:
- Create comprehensive financial plans across investments, retirement, tax, estate and insurance
- Meet clients to understand goals and assess their financial situation
- Develop investment strategies aligned with risk tolerance
- Review plans and portfolios regularly as life and markets change
- Mentor junior financial planners
Requirements summary:
- Bilingual French and English
- Minimum 3 years in financial planning
- CFP licence
- IIROC licence
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · zoho
- Employer posting date
- 2025-05-11
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CFP, IIROC |
| Perks mentioned | Generous paid time off, Retirement plan, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Opal Corporate Connections
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Nous facilitons la Connexion entre les Compagnies et les Candidats! Helping Companies and Candidates Connect!
Full company description
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.
- LinkedIn followers
- 7,505
- People associated on LinkedIn
- 1
- Reported office locations
- 36 Toronto St, 850, Toronto, Ontario M5C 2C5, CA
- Greater Ottawa Region, Ontario, CA
- Other recorded names
- Opal Corporate Connections
- OPAL Corporate Connections
- Specialties
- Bilingual Recruitment
- Finance
- Insurance
- Executive
- Recruitment
- Medical
- Bilingual
- Direct Recruitment
- Francophonie
- Non-Profit
- and Legal
- Profile identifies a recruitment agency
- Yes
We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 2-10 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Year founded | 2021 |
| Specialties | Bilingual RecruitmentFinanceInsuranceExecutiveRecruitmentMedicalBilingualDirect RecruitmentFrancophonieNon-Profit |
| Open jobs on Jobsy | 9 |
| View page |
- 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.
- Mentors 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 3 years in financial planning.
- Must have the CFP AND the IIROC licenses.
Benefits
- 4 weeks vacation
- Pension Plan
- 100% benefits - Day one
- Hybrid - office only twice per week or other road meeting clients.
- Health bonuses
- Room for growth
Journal
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