Financial Planner in Bracebridge

Location: Bracebridge

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.