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 cooperative 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.

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