Bilingual Senior Retirement Planning Advisor

Bilingual Senior Retirement Planning Advisor (French and English Required)

Location: Toronto, Ontario

Work Model: Hybrid, four days in office and Fridays remote

Employment: Permanent, full-time

Salary: $90K+

Languages: French and English required for retirement planning consultations, presentations, and member communications

Work Eligibility: Legally entitled to work in Canada.

Introduction

Are you an experienced financial planning professional who enjoys helping people make confident decisions about their retirement?

Our client, an established organization in the financial services sector, is seeking a Bilingual Senior Retirement Planning Advisor to join its growing retirement advisory team.

This newly created position offers an opportunity to combine advanced retirement planning expertise, public speaking, and meaningful member relationships in a professional environment focused on education rather than sales targets.

You will help individuals navigate important retirement decisions, deliver educational seminars across Ontario, and contribute to the development of resources and strategies that improve the retirement planning experience.

Why You'll Want This Role

• Focus on advice, not sales: Put your financial planning expertise to work helping people make informed retirement decisions without traditional asset-gathering or commission-driven sales objectives.
• Make a meaningful impact: Help individuals understand their retirement options and develop greater confidence in their financial future.
• Expand your professional influence: Deliver retirement education seminars to large audiences and become a trusted resource on complex retirement planning matters.
• Help shape a new position: Contribute ideas that improve educational programs, member communications, and retirement planning resources.
• Enjoy strong rewards: Benefit from a competitive base salary, performance-based bonus opportunities, a defined benefit pension plan, and comprehensive employee benefits.

What You'll Do

As a Bilingual Senior Retirement Planning Advisor, you will provide sophisticated retirement planning guidance to individuals navigating important financial decisions.

Your work will combine personalized consultations, retirement education seminars, and collaboration with internal teams to improve the overall member experience.

You will explain complex financial concepts in practical, accessible language while helping members understand how defined benefit pensions fit into their broader retirement plans.

Responsibilities

• Conduct advanced one-on-one retirement planning consultations, helping members evaluate their financial circumstances and retirement objectives.
• Explain how defined benefit pension income integrates with personal savings, investments, government benefits, and other retirement income sources.
• Provide guidance on retirement timing, tax considerations, survivor benefits, estate planning considerations, and long-term financial security.
• Deliver approximately 25 retirement education seminars annually across Ontario, presenting to audiences of approximately 100 to 400 participants.
• Lead engaging presentations, typically lasting 45 to 60 minutes, followed by interactive question-and-answer sessions.
• Present retirement planning information and respond to complex questions in both French and English.
• Meet individually with members before and after seminars to address specific retirement planning questions.
• Manage complex or sensitive member inquiries with professionalism, empathy, and sound judgment.
• Maintain relationships with members who require additional guidance or follow-up consultations.
• Develop and improve educational materials, presentation content, and retirement planning resources.
• Identify opportunities to strengthen member communications, digital resources, and educational programs.
• Collaborate with internal stakeholders to enhance retirement planning services and the overall member experience.
• Travel throughout Ontario for scheduled educational events, including occasional overnight stays.

Qualifications

Required:

• At least 7 years of experience in retirement planning, pension administration, financial planning, or related financial services.
• Strong knowledge of defined benefit pension plans and comprehensive retirement planning principles.
• Experience providing personalized financial or retirement planning guidance, including retirement income strategies, taxation considerations, government benefits, and estate or survivor planning.
• Demonstrated experience delivering professional presentations, seminars, or educational sessions to large audiences.
• Strong communication and presentation skills, including the ability to simplify complex financial concepts and respond confidently to audience questions.
• Strong French and English communication skills, with the ability to conduct retirement planning consultations, deliver educational presentations, and answer detailed technical questions in both languages.
• Strong relationship-management, consultative, and interpersonal skills.
• Ability to manage sensitive financial discussions with professionalism, discretion, and empathy.
• Relevant university degree or college diploma.
• Willingness and ability to travel throughout Ontario, including occasional overnight stays.
• Valid Ontario driver's licence.
• Legally entitled to work in Canada.

Assets:

• Certified Financial Planner (CFP), Personal Financial Planner (PFP), or Qualified Associate Financial Planner (QAFP) designation, or willingness to pursue an advanced financial planning designation.
• Experience working with pension plans, retirement income programs, or member-focused financial services organizations.
• Experience developing educational resources, facilitating workshops, or improving financial literacy programs.
• Experience contributing to strategic initiatives involving member engagement, education, or service improvements.

Benefits

• Defined benefit pension plan.
• Employer-paid extended health and dental coverage.
• Annual psychological support coverage of $2,500.
• Health spending account and wellness programs.
• Parental leave top-up and fertility coverage.
• Optional subsidized post-retirement health and dental coverage.
• Professional development opportunities, including educational programs, workshops, and online learning resources.
• Performance-based annual bonus opportunities.

Why Work with Us

At Bilingual Source, we connect talented bilingual professionals with opportunities where their expertise can make a meaningful difference.

This position is particularly appealing to experienced financial planners who want to move beyond traditional sales environments and focus on delivering thoughtful, high-quality retirement guidance.

If you enjoy combining technical financial knowledge with education, relationship building, and strategic thinking, this opportunity offers a rewarding next step in your career.

Bilingual Source uses artificial intelligence (AI) technology to assist in screening and assessing applicants for this position. This technology helps us match your unique language skills and professional experience with the specific needs of our clients. Final hiring and interview decisions continue to be made by our human recruitment experts.

This is an existing vacancy. Our client is currently seeking a Bilingual Senior Retirement Planning Advisor.