Unlock your potential as a Financial Planner at Kawartha Financial Services located in Bracebridge, ON. This full time role requires financial expertise to provide exceptional planning and investment advice to members.
Kawartha Financial
Services is seeking a skilled Financial Planner to join their team. This permanent position offers a comprehensive benefit package, competitive pay, and the opportunity to impact member financial well-being. You will develop modular financial plans and engage directly with clients to meet their complex financial needs. Key Responsibilities:
- Provide tailored investment and financial planning advice
- Develop and deliver modular financial plans using software tools
- Review and enhance existing financial plans for members
- Monitor and manage portfolios while consolidating investment assets
- Collaborate with branch network to support member relationships Requirements:
- Post-secondary education in finance or business preferred
- Certified/Chartered Financial Planner designation required
- Minimum of 5 years of financial planning experience
- Active mutual fund license in good standing
- Strong knowledge of financial planning software Elevate your career in financial planning while helping members achieve their financial goals at Kawartha Financial Services.