Financial Planning Advisor - Ontario

Location: Brockville

Kawartha Financial Services is seeking a Financial Planning Advisor to provide exceptional financial guidance in a hybrid work setting across Cornwall, Brockville, and Smiths Falls. Utilize your expertise to assist members with comprehensive financial strategies.

In this role, you will create and deliver tailored financial plans and regularly review members’ existing strategies. Engage with investment products and ensure effective management of portfolios while collaborating with local teams to enhance service delivery.

Key Responsibilities:

• Provide tailored investment and financial advice to members

• Deliver and develop modular financial plans effectively

• Monitor and review comprehensive financial plans

• Promote investment products, including mutual funds

• Collaborate with branches to address member needs

Requirements:

• Education in finance or economics preferred

• Certified Financial Planner (CFP) designation required

• At least 5 years’ experience in financial planning

• Active Mutual Fund License in good standing

• Proficient in financial planning software

Leverage your financial planning skills with Kawartha Financial Services and help members achieve their financial goals.
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