Unlock your potential as a Financial Planner at Kawartha Financial Services located in Bracebridge, ON. This full-time role requires financial expertise to provide exceptional planning and investment advice to members.
Kawartha Financial Services is seeking a skilled Financial Planner to join their team. This permanent position offers a comprehensive benefit package, competitive pay, and the opportunity to impact member financial well-being. You will develop modular financial plans and engage directly with clients to meet their complex financial needs.
Key Responsibilities:
- Provide tailored investment and financial planning advice
- Develop and deliver modular financial plans using software tools
- Review and enhance existing financial plans for members
- Monitor and manage portfolios while consolidating investment assets
- Collaborate with branch network to support member relationships
Requirements:
- Post-secondary education in finance or business preferred
- Certified/Chartered Financial Planner designation required
- Minimum of 5 years of financial planning experience
- Active mutual fund license in good standing
- Strong knowledge of financial planning software
Elevate your career in financial planning while helping members achieve their financial goals at Kawartha Financial Services.
Financial Planner in Bracebridge employer: Kawartha Financial Services
Kawartha Financial Services is an exceptional employer that prioritizes employee well-being and professional growth, offering a guaranteed living wage along with a comprehensive benefits package. With a supportive work environment and a strong commitment to diversity and inclusion, employees are celebrated for their achievements and encouraged to develop their skills in the financial services industry. Located within a vibrant community near Peterborough, ON, this role provides meaningful opportunities to make a positive impact on members' financial journeys.
Contact Details:
Kawartha Financial Services Recruitment Team
