Be a Financial Planning Expert with Kawartha Financial Services, based in Southeastern Ontario. Explore hybrid working opportunities while delivering exceptional service to members and maximizing their financial outcomes.
As a Financial Planner, you will provide high-level advice and develop comprehensive financial plans tailored to individual needs. Your role will involve engaging with members, managing portfolios, and ensuring alignment with members' financial goals and industry standards.
Key Responsibilities:
• Advise members on investment and financial planning
• Develop and deliver customized financial plans using advanced tools
• Review and update clients' existing financial strategies
• Effectively manage client portfolios and investments
• Collaborate to enhance member relationships and services
Requirements:
• Post-secondary education in finance or related field
• 5+ years in financial planning with relevant designation
• Active Mutual Fund Li...