Southeastern Ontario Financial Planner Position

Lead financial transformations as a Financial Planner at Kawartha Financial Services in Southeastern Ontario, with the flexibility of a hybrid work model. Provide comprehensive investment and financial planning advice tailored to member needs.

This full-time, permanent role emphasizes your expertise in financial management and strategic planning. With at least 5 years of experience, you will assess existing financial plans, consult on investment opportunities, and work with the branch network to enhance member relationships. Your efforts will directly influence the growth of the investment portfolio and member satisfaction.

Key Responsibilities:

• Advise members on financial planning and investments

• Develop customized financial plans using cutting-edge tools

• Review comprehensive financial plans for existing clients

• Manage and monitor investment portfolios effectively

• Collaborate with local teams to support member requirements

Requirements:

• Education in finance, business, or economics preferred

• Certified financial planner designation highly desired

• 5+ years of experience in financial planning

• Active mutual fund license required

• Strong understanding of financial planning software

Contribute your skills in financial guidance and planning to Kawartha Financial Services, enhancing members' financial lives and ensuring their success.
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