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.

📌 Hybrid Financial Planner in Ontario (Northwest Territories)
🏢 Kawartha Credit Union
📍 Northwest Territories