Enhance your career as a Financial Planner at Kawartha Financial Services, offering comprehensive advisory in investment and financial planning. This hybrid role supports adaptable 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 valuable 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 (Canada)
🏢 Kawartha Credit Union
📍 Canada