Bilingual Senior Financial Planner, Hawkesbury

Hawkesbury, Canada | Posted on 05/12/2025

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.

Mentor 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.

100% benefits - Day one.

Hybrid - office only twice per week or other road meeting clients.

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