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 collaborative 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 workplace.

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