Join Kawartha Financial Services as a Financial Planner in a hybrid role across Cornwall, Brockville, and Smiths Falls. Deliver customized investment and financial planning advice to enhance member experiences.

This full time position requires a minimum of five years in financial planning, where you'll develop and implement modular financial plans while utilizing advanced financial software. As part of a dedicated team, you'll provide high-level services that encompass retirement, tax, and wealth strategies while fostering member relationships and portfolio management.

Key Responsibilities:
• Advise members on investment and financial planning strategies
• Develop and deliver modular financial plans using software




• Review existing financial plans with members
• Promote and offer investment products and services
• Collaborate with branch teams to meet member needs

Requirements:
• Post-secondary education in finance, business, or economics
• Minimum five years of relevant experience
• Active Mutual Fund License in good standing
• Financial planner designation preferred
• Advanced knowledge of financial planning components

Utilize your expertise in financial planning and member service at Kawartha Financial Services.
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📌 Hybrid Financial Planner in Ontario
🏢 Kawartha Credit Union
📍 Ontario