Join Opal as a bilingual Financial Planner (CFP, French/English) managing a well-established book of business in Ontario. Focus on cultivating client relations and delivering customized financial solutions. This role is ideal for an experienced advisor aiming to grow client relationships without the stress of building a portfolio from scratch.

You'll provide expert guidance in various financial planning domains, ensuring compliance with industry standards while mentoring junior staff. Key Responsibilities:
Develop detailed financial plans covering investments and more
Meet clients to understand their goals and financial status
Design and implement investment strategies fitting client profiles
Regularly review and adapt financial plans with clients
Mentor and support junior financial planners on the team Requirements:
Must be fully bilingual in French and English
3+ years of experience in financial planning
Client-facing role based in Ontario
Enjoy 4 weeks of vacation annually
Market-market-competitive salary plus comprehensive employer-paid advantages Bring your bilingual skills and financial planning expertise to Opal, and make an impact in client lives across Ontario.

📌 Opal Bilingual Financial Planner Opportunity Edmonton
🏢 Opal Corporate Connections
📍 Edmonton