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Data analyst Jobs in Gravenhurst, ON

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Last updated: 2 days ago

Financial Planner - Northern Ontario

Kawartha Credit UnionBracebridge, ON, CA
CA$85,000.00 yearlyCA$85,000.00 yearly
Full-time +1Full-time +1

Financial Planner - Northern Ontario (Hybrid).Bracebridge/Huntsville/Parry Sound/South River.Our Talent Partner will share additional details about our compensation and total rewards during the rec... Show more

Data Entry Product Support - $45 per hour - No Experience

Great Lion CanadaGravenhurst, Ontario
CA$45.00 hourlyCA$45.00 hourly
Part-time +1Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Consulting Dietitian (Gravenhurst)

Seasons Care Dietitian NetworkGravenhurst, ON, ca
Full-timeFull-time

This position offers 90 hours per month, with a flexible start date.Be part of a collaborative team, passionate about senior nutrition and food service.Seasons Care is hiring passionate Registered ... Show more

Staff Scheduling Coordinator (Part-Time)

Muskoka Algonquin HealthcareBracebridge, CA
Full-time +2Full-time +2

Are you detail-oriented and very organized? Have you worked in a position where you had information on multiple screens, yet managed to keep everything clear in your mind? Are you comfortable sched... Show more

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Financial Planner - Northern Ontario

Financial Planner - Northern Ontario

Kawartha Credit UnionBracebridge, ON, CA
2 days ago
Salary
CA$85,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

Financial Planner - Northern Ontario (Hybrid)

Status: Permanent, Full-time

Locations: Bracebridge/Huntsville/Parry Sound/South River

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $85,000 annually + performance pay

Compensation:

Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.

We offer a comprehensive benefit package which includes:

  • Generous vacation time
  • Comprehensive medical and dental benefits
  • Pension Plan
  • Focus on employee well-being
  • Dedication to your learning and development
  • Celebrating your achievements through our employee recognition program
  • Supportive work environment

As a Financial Planner, you will:

  • Provide members with investment and financial planning advice.
  • Consistently engage in the development and delivery of modular financial plans, using software and tools to support planning complexity.
  • Provide members a review of their existing comprehensive financial plans.
  • Provide high-level financial planning services across retirement, tax, succession, life protection, and wealth strategies.
  • Promote, sell and delivery of all investment products and services, including third party mutual funds.
  • Provide effective portfolio management, consolidating investment assets. Monitor the renewal of maturing investments.
  • Contribute towards organizational goals and the growth of the investment portfolio by attaining individual goals objectives through the deployment of business and tactical planning.
  • Work collaboratively with the branch network and Kawartha partners to help ensure members financial needs are met and member relationships are expanded.
  • Travel in region as necessary to support wealth strategy.

Qualifications:

  • Post-secondary education in business, finance, economics is preferred.
  • A financial planner designation – Certified/Chartered Financial Planner (CFP), Qualified Associate Financial Planner (QAFP), Chartered Life Underwriter (CLU), Master Financial Planner (MFP), Chartered Management Account (CMA), Chartered Financial Analyst (CFA), or Registered Retirement Consultant (RRC).
  • Minimum of 5 years delivering, monitoring and reviewing financial plans.
  • Advanced knowledge of all financial planning components (financial management, asset management, risk management, retirement planning and estate planning).
  • Active Mutual Fund License in good standing through Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
  • Deep understanding of the wealth industry, competitive landscape and economic issues.
  • Knowledge of financial planning software.
  • Demonstrated passion for financial planning and helping others.

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!