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 environment.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 adviceDevelop and deliver modular financial plans using advanced softwareReview and optimize existing member financial plansManage portfolios and monitor maturing investmentsCollaborate with branch network to meet member needsRequirements:Minimum 5 years in financial planning and reviewsActive Mutual Fund License through Canadian Securities CourseStrong knowledge of financial planning componentsDesignation as CFP, QAFP, or similar preferredUnderstanding of financial planning softwareUtilize your financial expertise at Kawartha Financial Services to support members in achieving their goals.

📌 Hybrid Financial Planner In Ontario (Madawaska Valley)
🏢 Kawartha Financial Services
📍 Madawaska Valley