Kawartha Financial Services

Financial Planner

📍 Location
cobourg, northumberland county
⏰ Job Type
Full-time
📅 Posted
June 02, 2026
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Job Description

Financial Planner (Permanent, Full-time)

Location: Southeastern 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

Benefits

  • Generous vacation time
  • Comprehensive medical and dental benefits
  • Pension plan
  • Focus on employee well‑being
  • Dedication to learning and development
  • Employee recognition program
  • Supportive work environment

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...

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