Enhance your career as a Financial Planner at Kawartha Financial Services, offering comprehensive advisory in investment and financial planning. This hybrid role supports flexible work in Cornwall, Brockville, and Smiths Falls.

As a Financial Planner, you will engage in delivering modular financial plans while utilizing advanced software tools. You’ll help members with a range of financial strategies, including retirement and wealth management, all within a team-oriented branch network. Your duties will involve reviewing existing plans and promoting various investment products to support clients’ financial goals.

Key Responsibilities:
• Provide investment and financial planning advice to members
• Develop and deliver modular financial plans using planning tools
• Review existing comprehensive financial plans for members




• Offer high-level financial planning services across various disciplines
• Manage client portfolios by consolidating investment assets

Requirements:
• Post-secondary education in business or finance preferred
• Financial planner designation (CFP, QAFP, etc.) required
• Minimum 5 years of experience in financial planning
• Active Mutual Fund License in good standing
• Knowledge of financial planning software and industry trends

Bring your financial expertise to Kawartha Financial Services and help clients achieve their goals in an inclusive work environment.
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📌 Hybrid Financial Planner in Ontario
🏢 Kawartha Credit Union
📍 Ontario