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.

Overview

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.

Responsibilities

• 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.
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