Hybrid Financial Planner in Ontario

Elevate your career with Kawartha Financial Services as a Hybrid Financial Planner in Southeastern Ontario. Provide tailored investment advice and develop modular financial plans to support client goals.

As a Financial Planner, you will engage with members to deliver exceptional advice while leveraging advanced financial planning tools. Collaborate with the branch network and ensure member relationships flourish through high-level services, including retirement and tax strategies.

Your role directly impacts the growth of the investment portfolio and organizational success.

Key Responsibilities:

• Offer investment and financial planning advice to members

• Develop and deliver detailed modular financial plans

• Review existing comprehensive financial strategies

• Promote investment products, including mutual funds

• Manage investment portfolios and monitor renewals

Requirements:

• Minimum 5 years in financial planning

• Certification such as CFP, CLU, or CFA

• Active Mutual Fund License in good standing

• Strong knowledge of financial planning software

• Deep understanding of the wealth industry dynamics

Bring your financial expertise to Kawartha Financial Services and help clients achieve their financial aspirations.
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