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 ...