Experienced Financial Planner In Ontario Cobourg

Kawartha Financial Services seeks an Experienced Financial Planner for a hybrid position in Southeast Ontario. Enjoy a market-competitive salary and comprehensive benefits tailored for excellence in member service. This full-time role provides a platform for delivering high-quality financial planning and investment strategies. With at least five years of experience, you will engage with members, support their financial journeys, and contribute to a culture of inclusion and respect. Key Responsibilities: Deliver personalized investment and financial planning solutions to members Develop modular financial plans tailored to client needs Review and assess members' existing financial strategies Manage a diverse range of financial products and portfolios Collaborate with partners and branches to meet member needs Requirements: Post-secondary degree in finance or related field preferred Certified/Chartered Financial Planner (CFP) designation required Minimum of 5 years in financial planning role Valid Mutual Fund License in positive standing Solid grasp of economic and competitive financial issues Empower members with sound financial planning and investment insights at Kawartha Financial Services. Apply on Kit Job: kitjob.ca/job/2p5gjh