Senior Financial Planner at Kawartha
Job in
Brockville, Kingston, Ontario, Canada
Listed on 2026-06-15
Listing for:
Kawartha Credit Union
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Join Kawartha Financial Services as a Senior Financial Planner in a hybrid setup, based in Cornwall/Brockville/Smiths Falls. This full-time role provides competitive pay and rewards high performance.
As a Senior Financial Planner, you will guide members on investment strategies and develop tailored financial plans that reflect their unique needs. Working collaboratively with internal teams, you’ll engage in delivering high-quality financial advice and comprehensive reviews.
Key Responsibilities:
• Provide detailed financial planning and investment advice
• Develop and deliver modular financial plans
• Monitor and review existing financial strategies for members
• Manage portfolios and oversee asset renewals
• Collaborate with partners to enhance member services
Requirements:
• Degree in finance, economics, or business
• Certified Financial Planner (CFP) designation required
• 5+ years of financial planning experience
• Active Mutual Fund License from CSC or IFIC
• Proficient with financial planning software
Utilize your advanced financial skills to support member wealth creation at Kawartha Financial Services.
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Position Requirements
10+ Years
work experience
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