Financial Planner

Kawartha Financial Services•Otonabee-South Monaghan, ON

7d•Hybrid

About The Position

Financial Planner (Permanent, Full-time) with a hybrid work option available in Southeastern Ontario. The role involves 37.5 hours per week, Monday to Saturday, with a starting pay of $85,000 plus a competitive compensation structure. The company offers a comprehensive benefit package including generous vacation time, medical and dental benefits, a pension plan, and a focus on employee well-being, learning and development, recognition, and a supportive work environment.

Requirements

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.

Responsibilities

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.