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 adviceDevelop and deliver modular financial plans using software toolsReview and enhance existing financial plans for membersMonitor and manage portfolios while consolidating investment assetsCollaborate with branch network to support member relationshipsRequirements:Post-secondary education in finance or business preferredCertified/Chartered Financial Planner designation requiredMinimum of 5 years of financial planning experienceActive mutual fund license in positive standingStrong knowledge of financial planning softwareElevate your career in financial planning while helping members achieve their financial goals at Kawartha Financial Services.

📌 Financial Planner In Bracebridge
🏢 Kawartha Financial Services
📍 Bracebridge