Financial Planner with Kawartha Financial Services
Kawartha Credit Union Limited • cobourg, Canada
Role Description
Become a Financial Planner with Kawartha Financial Services in Southeast Ontario, working in a hybrid model to deliver valuable financial and investment advice to members. Help clients navigate retirement, tax, and wealth management efficiently.
This role requires at least five years of experience creating, monitoring, and refining financial plans. You'll utilize financial software, collaborate with partners, and engage in portfolio management to enhance client relationships and achieve their financial objectives.
Key Responsibilities:
• Design and review comprehensive financial plans for clients
• Manage investment portfolios and monitor asset renewals
• Promote investment products, including mutual funds
• Work with branch networks to support member needs
• Travel as necessary within the region to meet clients
Requirements:
• Preferred education in business, finance, or economics
• Required financial planner designation (CFP, CLU, MFP, etc.)
• Minimum...
This role requires at least five years of experience creating, monitoring, and refining financial plans. You'll utilize financial software, collaborate with partners, and engage in portfolio management to enhance client relationships and achieve their financial objectives.
Key Responsibilities:
• Design and review comprehensive financial plans for clients
• Manage investment portfolios and monitor asset renewals
• Promote investment products, including mutual funds
• Work with branch networks to support member needs
• Travel as necessary within the region to meet clients
Requirements:
• Preferred education in business, finance, or economics
• Required financial planner designation (CFP, CLU, MFP, etc.)
• Minimum...