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
- Robust knowledge of financial planning software

Elevate your career in financial planning while helping members achieve their financial goals at Kawartha Financial Services.

📌 Financial Planner in Bracebridge
🏢 Kawartha Financial Services
📍 Bracebridge