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Posted 18 months ago

Bilingual Senior Financial Planner

@ Opal Corporate Connections

Hawkesbury, Ontario

Full-time3+ years experience
Apply now
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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

Retirement planPaid time off
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

SenioritySenior
DepartmentBusiness development
Experience3+ years
Hours per week40 (estimated)
Travelair: none · ground: minimal
Work settingOffice, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish, French
Licences & certificationsCFP, IIROC
Perks mentionedGenerous 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.

FieldValue
IndustryStaffing and Recruiting
Company size2-10 employees
HeadquartersToronto, Ontario
Organization typePrivately Held
Year founded2021
SpecialtiesBilingual RecruitmentFinanceInsuranceExecutiveRecruitmentMedicalBilingualDirect RecruitmentFrancophonieNon-Profit
Open jobs on Jobsy9
LinkedInView page
Job description

- 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


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