24 Sep
|
Kawartha Financial Services
|
Peterborough
24 Sep
Kawartha Financial Services
Peterborough
Kawartha Financial Services is seeking a Financial Planner to provide investment and comprehensive financial planning advice to members in the Peterborough area. You will develop modular plans, review existing plans, and deliver high-level guidance across retirement, tax, succession, and wealth strategies.
You will promote investment products, manage portfolios, and collaborate with our branch network to grow member relationships regionally. Travel within the region may be required.
📌 Financial Planner - Wealth & Retirement Strategy Expert (Peterborough)
🏢 Kawartha Financial Services
📍 Peterborough