Financial Planner in Bracebridge

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.
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