Financial Planner in Ontario - Hybrid

Location: Brockville

Elevate your career as a Financial Planner with Kawartha Financial Services in Cornwall, Brockville, or Smiths Falls, Ontario. This permanent, full-time role offers a hybrid work model, competitive pay, and a comprehensive benefits package.

As a Financial Planner, you will deliver exceptional investment and financial planning advice while developing tailored financial plans for clients. Utilizing advanced financial planning software, you'll provide in-depth reviews of existing financial plans and facilitate high-level services across various financial domains. Collaborating with branch networks, your goal is to expand member relationships and support their financial objectives through dedicated strategies.

Key Responsibilities:

• Provide comprehensive investment and financial planning advice

• Develop tailored financial plans using advanced software tools

• Conduct reviews of existing financial plans for members

• Promote and manage investment products and services

• Collaborate to meet and expand member financial needs

Requirements:

• Post-secondary education in finance or business preferred

• Certified Financial Planner designation or equivalent

• Minimum 5 years of financial planning experience

• Active Mutual Fund License in good standing

• Strong knowledge of financial planning software

Apply your financial expertise and passion for helping others at Kawartha Financial Services, championing client success and wealth strategies.
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