Opal Corporate Connections

Role Description This is a remote position. Opal is currently partnering with a top employer to find a bilingual Financial Planner (CFP, French/English) to take over a well-established book of business in Ontario. This role is designed for an experienced advisor who wants to focus on managing and growing client relationships, without the pressure of building a book from scratch. - Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, education funding, and insurance needs. - Meet with clients to understand their goals, assess their financial situation, and provide tailored advice. - Design and recommend investment strategies aligned with clients’ risk tolerance and long-term objectives. - Conduct regular reviews of financial plans and portfolios, adjusting for life changes, market conditions, and evolving goals. - Ensure all recommendations comply with applicable financial regulations and industry standards. - Mentor junior financial planners and advisors. - Build and maintain long-term client relationships through trust, proactive communication, and ongoing support. Qualifications - Fully bilingual in French and English (required). - Minimum of 3 years of experience in financial planning. - CFP (Certified Financial Planner) designation required. - Must be client-facing and based in Ontario. Benefits - 4 weeks of vacation - Competitive Base Salary + Bonuses - Pension plan - 100% employer-paid benefits from day one - Performance-based health bonuses - Strong opportunities for career growth Company Description

We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) for the Sudbury territory. This is a fantastic chance to join a company known for its outstanding workplace culture, competitive compensation, and commitment to professional growth. If you’re looking for a role where your skills will be valued and your career can thrive, this could be the perfect next step. Job Description: · Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company. · Solicit referrals from existing accounts · Assist in resolving any problems in accounting or claims · Support and enhance the standing/position of office personnel with clients as part of a broader client relationship · Coordinate timely presentations for both new and renewal business · Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise. · Achieve a balance in production to meet agency "mix of business" goals · Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc. · Accurately describe policies and endorsements for precise alignment with client needs · Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts. · Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments · Expected to meet and track monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing and other appropriate avenues · Must acquire all necessary information for a quality new business submission, inclusive of: information to complete application, questionnaires, photos, diagrams, and any other data pertinent to accurately grading risk · Be available for communication with marketing department, underwriter, and loss control staff · Assist with the presentation of new business proposals to clients · Arrange for delivery of the policy when received from company · Maintain knowledge of underwriting criteria for carriers represented by brokerage · Assist senior staff in the evaluation and coordination of risk submissions for selected markets · Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks · Keep current with new developments on existing accounts · Submit outbound communications (letters, calls, etc.) as required · Assist the Senior Account Executive with the presentation of renewal documentation · Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions · Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public Requirements - Must have over 4 years of commercial account management in a bank or financial institution. - Must have worked in the Sudbury territory - Post Secondary education - A track record of business development in commercial and industrial financing deals exceeding 5 million. - French language is an asset Benefits · Benefits from day one . Remote (Client Facing) · 4 weeks vacation · Pension Plan · Great Culture · Room for growth

This is a remote position. We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) for the Sudbury territory. This is a fantastic chance to join a company known for its outstanding workplace culture, competitive compensation, and commitment to professional growth. If you’re looking for a role where your skills will be valued and your career can thrive, this could be the perfect next step. Job Description: · Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company. · Solicit referrals from existing accounts · Assist in resolving any problems in accounting or claims · Support and enhance the standing/position of office personnel with clients as part of a broader client relationship · Coordinate timely presentations for both new and renewal business · Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise. · Achieve a balance in production to meet agency "mix of business" goals · Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc. · Accurately describe policies and endorsements for precise alignment with client needs · Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts. · Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments · Expected to meet and track monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing and other appropriate avenues · Must acquire all necessary information for a quality new business submission, inclusive of: information to complete application, questionnaires, photos, diagrams, and any other data pertinent to accurately grading risk · Be available for communication with marketing department, underwriter, and loss control staff · Assist with the presentation of new business proposals to clients · Arrange for delivery of the policy when received from company · Maintain knowledge of underwriting criteria for carriers represented by brokerage · Assist senior staff in the evaluation and coordination of risk submissions for selected markets · Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks · Keep current with new developments on existing accounts · Submit outbound communications (letters, calls, etc.) as required · Assist the Senior Account Executive with the presentation of renewal documentation · Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions · Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public Requirements - Must have over 4 years of commercial account management in a bank or financial institution. - Must have worked in the Sudbury territory - Post Secondary education - A track record of business development in commercial and industrial financing deals exceeding 5 million. - French language is an asset Benefits · Benefits from day one . Remote (Client Facing) · 4 weeks vacation · Pension Plan · Great Culture · Room for growth