- 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 with high net worth clients.

- 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