Bilingual Senior Financial Planner
Bilingual Senior Financial Planner
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4-5years
90 - 130
1 Vacancy
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 longterm 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 longterm relationships through trust proactive communication and ongoing support.
Requirements
Benefits
- Must be bilingual French and English. - Must have a minimum of 3 years in financial planning. - Must have the CFP AND the IIROC licenses.
Employment Type
Full Time
