Hybrid Financial Planner

Location: Brockville

Enhance your career as a Financial Planner at Kawartha Financial Services, offering comprehensive advisory in investment and financial planning. This hybrid role supports flexible work in Cornwall, Brockville, and Smiths Falls.

As a Financial Planner, you will engage in delivering modular financial plans while utilizing advanced software tools. You’ll help members with a range of financial strategies, including retirement and wealth management, all within a collaborative branch network. Your duties will involve reviewing existing plans and promoting various investment products to support clients’ financial goals.

Key Responsibilities:

• Provide investment and financial planning advice to members

• Develop and deliver modular financial plans using planning tools

• Review existing comprehensive financial plans for members

• Offer high-level financial planning services across various disciplines

• Manage client portfolios by consolidating investment assets

Requirements:

• Post-secondary education in business or finance preferred

• Financial planner designation (CFP, QAFP, etc.) required

• Minimum 5 years of experience in financial planning

• Active Mutual Fund License in good standing

• Knowledge of financial planning software and industry trends

Bring your financial expertise to Kawartha Financial Services and help clients achieve their goals in an inclusive work environment.