Job Description
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...