Senior Financial Planner Southeast Ontario

Elevate your financial advisory career with a Senior Financial Planner role at Kawartha Financial Services in Southeast Ontario. This hybrid position focuses on providing tailored investment and financial planning advice.

Kawartha Financial Services seeks a dedicated Financial Planner committed to delivering exceptional member service. You will develop and implement comprehensive financial plans while collaborating with partners to meet clients' financial needs. With a focus on wealth strategies, retirement planning, and risk management, your expertise will significantly impact the members' financial health.

Key Responsibilities:

• Provide personalized financial planning and investment advice

• Develop and deliver modular financial plans using advanced tools

• Review and enhance existing comprehensive financial plans

• Manage investment portfolios and monitor asset performance

• Collaborate with branch network and partners for member satisfaction

Requirements:

• Minimum of 5 years in financial planning or advisory roles

• Certified Financial Planner (CFP) or relevant financial designation

• Advanced knowledge in wealth management and financial software

• Active Mutual Fund License in good standing

• Strong understanding of industry trends and economic issues

Utilize your financial planning expertise to help members navigate complex wealth strategies at Kawartha Financial Services.
#J-18808-Ljbffr