Certified Financial Planner Cobourg

Join Kawartha Financial Services as a Certified Financial Planner in Southeast Ontario with a hybrid work option. This position rewards your expertise with competitive pay and great perks.

In this role, you will provide comprehensive investment and financial planning advice. You will utilize your financial planner designation and collaborate with partners and branch teams to ensure the best service for our members while contributing to organizational growth and diversity.

• Provide members with tailored investment and financial planning advice
• Engage in the development of modular financial plans
• Review and enhance existing comprehensive financial plans
• Promote and manage investment products including third-party funds
• Monitor and manage portfolio assets for efficiency

• CFP or equivalent financial planner designation required
• At least 5 years of experience in financial planning
• Solid knowledge of financial planning software
• Current Mutual Fund License in good standing
• Passion for financial planning and member service

Leverage your financial expertise to enhance member relationships and drive success at Kawartha Financial Services.

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