Job Description
Kawartha Financial Services is seeking a Financial Planning Advisor to provide exceptional financial guidance in a hybrid work setting across Cornwall, Brockville, and Smiths Falls. Utilize your expertise to assist members with comprehensive financial strategies.
In this role, you will create and deliver tailored financial plans and regularly review members’ existing strategies. Engage with investment products and ensure effective management of portfolios while collaborating with local teams to enhance service delivery.
Key Responsibilities:
• Provide tailored investment and financial advice to members
• Deliver and develop modular financial plans effectively
• Monitor and review comprehensive financial plans
• Promote investment products, including mutual funds
• Collaborate with branches to address member needs
Requirements:
• Education in finance or economics preferred
• Certified Financial Planner (CFP) designation required
• At least 5 years’ exper...
In this role, you will create and deliver tailored financial plans and regularly review members’ existing strategies. Engage with investment products and ensure effective management of portfolios while collaborating with local teams to enhance service delivery.
Key Responsibilities:
• Provide tailored investment and financial advice to members
• Deliver and develop modular financial plans effectively
• Monitor and review comprehensive financial plans
• Promote investment products, including mutual funds
• Collaborate with branches to address member needs
Requirements:
• Education in finance or economics preferred
• Certified Financial Planner (CFP) designation required
• At least 5 years’ exper...