Elevate your career as a Financial Planner with Kawartha Financial Services in a hybrid role across Cobourg, Lindsay, and Kinmount, Ontario. Provide expert financial advice and modular planning while enjoying a supportive work workplace.

This full-time position requires a financial planning designation and a passion for helping clients secure their financial future. You'll deliver comprehensive financial plans while actively managing portfolios and expanding member relationships. Your expertise in investing and wealth strategies will be key to success.

Key Responsibilities:
• Provide tailored financial planning and investment advice
• Develop and deliver modular financial plans using advanced software
• Review and optimize existing member financial plans




• Manage portfolios and monitor maturing investments
• Collaborate with branch network to meet member needs

Requirements:
• Minimum 5 years in financial planning and reviews
• Active Mutual Fund License through Canadian Securities Course
• Strong knowledge of financial planning components
• Designation as CFP, QAFP, or similar preferred
• Understanding of financial planning software

Utilize your financial expertise at Kawartha Financial Services to support members in achieving their goals.
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📌 Hybrid Financial Planner in Ontario
🏢 Kawartha Financial Services
📍 Ontario