Advance your career at Kawartha Financial Services as a Financial Planning Skilled in Peterborough. Deliver exceptional investment advice and comprehensive planning in a supportive hybrid setting. As a key member of our team, you will leverage your expertise to guide clients through their financial journeys, focusing on wealth protection, retirement planning, and tax optimization.

Engaging with a diverse range of clients, you will utilize your financial planning tools to create cutting-edge solutions tailored to their needs. This role is essential for meeting organizational objectives and expanding member relationships. Key Responsibilities:
Advise members on comprehensive investment strategies
Develop custom financial plans using advanced software




Review and refine clients’ financial portfolios
Monitor and manage investment assets effectively
Collaborate with network partners to fulfill client needs Requirements:
Post-secondary education in finance or related field
Minimum 5 years of experience in financial planning
Valid financial designations (CFP, CFA, etc.)
Active Mutual Fund License for financial products
Robust knowledge of economic impact on investments Leverage your passion for finance and client success at Kawartha Financial Services in Peterborough.

📌 Financial Planning Professional In Peterborough
🏢 Kawartha Financial Services
📍 Peterborough