Talent.com
Kawartha Credit Union
Financial PlannerKawartha Credit Union • Brockville, ON, CA
Financial Planner

Financial Planner

Kawartha Credit Union • Brockville, ON, CA
30+ days ago
Salary
CA$85,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

Financial Planner (Permanent, Full-time)

Location: Cornwall/Brockville/Smiths Falls, Ontario (Hybrid work option available)

Hours: 40 hours per week, Monday to Saturday

Rate of Pay: $85,000 + a competitive compensation structure designed to reward high performance and exceptional member service

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), 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!

Create a job alert for this search

Financial Planner • Brockville, ON, CA

Similar jobs

Water Resources Civil Engineer Role

All industrial jobsBrockville, ON, CA
Full-time

Exciting opportunity for a Senior Civil Engineer specializing in Water Resources in Brockville, Ontario.Lead innovative projects while overseeing a growing engineering division within a reputable f... Show more

 • Promoted

Skilled Plumbing Maintenance Technician for Service Opportunities

SDR Electric, Plumbing & Heating Inc.North Augusta, ON, CA
Full-time

Become a key player as a Plumbing Maintenance Technician specializing in installations, maintenance, and repairs.Enjoy full-time employment with competitive pay and excellent benefits in a dynamic ... Show more

 • Promoted

Account Manager

FitziiBrockville, Ontario, Canada
Full-time

Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and... Show more

 • Promoted

Client Relationship Manager, Agriculture Commercial Banking - Eastern Ontario region

ScotiabankKemptville, ON, CA
Full-time

Contributes to the overall success of Canadian Business Banking by executing and delivering business strategies, ensuring all activities comply with governing regulations, internal policies, and pr... Show more

 • Promoted

Personal Support Worker

Bayshore HealthCareBrockville, ON, CA
Part-time

Areas of Work: Brockville, Prescott, Gananoque and Surrounding Areas.Sign on Bonus of $1000 for Full Time Positions.Bayshore HealthCare is one of Canada’s leading providers of home and community he... Show more

 • Promoted

Webber - Equipment Operator (Spare) - Infrastructure Management

FerrovialKemptville, ON, CA
Full-time

Join Ferrovial: Innovation and Opportunity.Are you ready to elevate your career with a global leader in infrastructure solving complex problems and generating a positive impact on people’s lives? A... Show more

 • Promoted

Financial Analyst – General (2 positions)

Brockville Tourism CorporationBrockville, ON, CA
Full-time

Employment Type: Full Time (35-hour/week).Plus, a comprehensive benefit package and OMERS pension plan.Applications are invited from qualified and interested candidates for the above-noted C.Local ... Show more

 • Promoted

URGENT: Housekeeper Wanted - Experienced Housekeeper Needed In Leeds And Grenville United Counties

Housekeeper.comLeeds and Grenville United Counties, Ontario, Canada
Full-time

We have a 3 bedroom cottage with boat access only.Season opening cleaning and periodic cleaning during summer months are required.The pay for this position is $25.Thank you! Please visit https://h... Show more

 • Promoted

Client Focused Relationship Manager - Agriculture

ScotiabankKemptville, ON, CA
Full-time

Become a Client Focused Relationship Manager specialized in Agriculture banking, aiming to enhance client engagement and optimize sales strategies.This position emphasizes analytical skills and rel... Show more

 • Promoted

Senior Water Resources Engineer & Team Leader (Brockville)

All industrial jobsBrockville, ON, CA
Full-time

A leading engineering firm located in Brockville, Ontario, is seeking a Senior Civil Engineer (Water Resources) to manage their engineering division.The ideal candidate will have over 10 years of e... Show more

 • Promoted

Housekeeper Wanted - Join Our Team As A Housekeeper In Leeds And Grenville Earn $20.00 Per Hour!

Housekeeper.comLeeds and Grenville United Counties, Ontario, Canada
CA$20.00 hourly
Full-time

Hello! I am a homeowner in the beautiful Leeds and Grenville United Counties, Ontario, looking to hire a reliable and dedicated housekeeper.If you have a passion for cleanliness and making homes sh... Show more

 • Promoted

Management Trainee

Enterprise HoldingsBrockville, ON, CA
Permanent

Start your career with Enterprise Mobility! We’re.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can coun... Show more

 • Promoted

Water/Wastewater Treatment Operator

FitziiBrockville, ON, CA
Full-time

Envirosearch Operations was created in 2001 to specialize in providing water and wastewater operations services to non-municipal owners of water and wastewater treatment facilities in the Province ... Show more

 • Promoted

Civil Engineer (Water Resources)

All industrial jobsBrockville, ON, CA
Full-time

Brockville, ON, Canada IN Engineering & Surveying.About the job Civil Engineer (Water Resources).The Senior Civil Engineer (Water Resources) has an entrepreneurial spirit and is excited to manage a... Show more

 • Promoted

Dietary Aide

Chartwell Master Care LPBrockville, ON, CA
Full-time

The Dietary Aide is responsible for assisting in the preparation and serving of meals and providing catering services, ensures work areas are maintained in a safe and sanitary condition and assists... Show more

 • Promoted

Disaster Property Project Manager

First Onsite Property RestorationBrockville, ON, CA
Full-time

First Onsite Restoration is seeking a full-time.You'll be the calm in the storm for our clients—guiding them with confidence, clarity, and care during some of their toughest days.A DAY IN THE LIFE ... Show more

 • Promoted

Municipal Planner — Shape Communities & Policy (RPP Eligible)

SouthstormontElizabethtown-Kitley, ON, CA
Full-time

A vibrant rural municipality is seeking a Planner to provide professional planning services, coordinate internal processes, and enforce planning policies.Candidates should have a university degree ... Show more

 • Promoted

Disaster Property Project Manager: Lead Restorations On-Call

First Onsite Property RestorationBrockville, ON, CA
Full-time

A property restoration company in Brockville is seeking a full-time Project Manager to oversee restoration projects after disasters.You will manage claims, prepare estimates, and ensure projects ar... Show more

 • Promoted

Speech Language Pathologist (SLP) In House SNF (Massena NY)

Evolve-Therapy-ServicesKemptville, ON, CA
Full-time +1

Speech Language Pathologist for an.Evolve Therapy Services is a therapy management organization hiring compassionate therapists for our partnerlocated in.To assist in planning, organizing, developi... Show more

 • Promoted

Personal Support Worker Positions Available

Bayshore HealthCareBrockville, ON, CA
Full-time

Bayshore HealthCare is hiring Personal Support Workers in Brockville, Prescott, and Gananoque.Enjoy flexible schedules, a supportive environment, and a $1000 sign-on bonus for full-time roles.In th... Show more