Hybrid Financial Planner in Ontario

Elevate your career with Kawartha Financial Services as a Hybrid Financial Planner in Southeastern Ontario. Provide tailored investment advice and develop modular financial plans to support client goals.
As a Financial Planner, you will engage with members to deliver exceptional advice while leveraging advanced financial planning tools. Collaborate with the branch network and ensure member relationships flourish through high-level services, including retirement and tax strategies. Your role directly impacts the growth of the investment portfolio and organizational success.
Key Responsibilities:
• Offer investment and financial planning advice to members
• Develop and deliver detailed modular financial plans
• Review existing comprehensive financial strategies
• Promote investment products, including mutual funds
• Manage investment portfolios and monitor renewals
Requirements:
• Minimum 5 years in financial planning
• Certification such as CFP, CLU, or CFA...