Experienced Financial Planner at Kawartha

Join Kawartha Financial Services as an Experienced Financial Planner, providing essential investment advice and comprehensive financial planning. Enjoy the flexibility of a hybrid work model in Southeast Ontario.

This role requires a proactive planner who can engage members with tailored financial solutions, including retirement and tax strategies. You will utilize financial planning software to create complex plans while fostering collaborative relationships with branch networks. The position demands a commitment to high performance, through which you will drive the growth of the investment portfolio and meet individual goals.

Key Responsibilities:

• Provide in-depth financial advice and investment planning

• Design customized modular financial plans with software

• Review and enhance existing client financial strategies

• Manage portfolios and monitor investment renewals

• Engage collaboratively with branch and community partners

Requirements:

• 5+ years of experience in financial planning

• Required financial certifications (CFP, CLU, etc.)

• Comprehensive understanding of financial management

• Active Mutual Fund License from CSC or IFIC

• Deep knowledge of the wealth sector

Utilize your financial expertise to make a meaningful impact at Kawartha Financial Services.
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