Financial Planner

Kawartha Credit Union; Cobourg; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A regional financial institution is seeking an experienced Financial Planner to provide members with investment and financial planning advice. The role involves developing modular financial plans, reviewing existing plans, and promoting investment products. Ideal candidates should have a financial planner designation, at least 5 years of relevant experience, and a passion for helping others succeed financially. This position offers a hybrid work option.

Qualifications

• Minimum of 5 years of experience in delivering and reviewing financial plans.
• Advanced knowledge of financial management, tax planning, and risk management.
• Active Mutual Fund License in good standing.

Responsibilities

• Provide investment and financial planning advice to members.
• Develop and deliver modular financial plans.
• Promote and sell investment products and services.

Skills

Financial planning

Investment management

Client relationship management

Strategic planning

Education

Post-secondary education in business, finance, or economics

Financial planner designation (CFP, CLU, MFP, CMA, CFA, RRC)

Tools

NaviPlan

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 : Dependent on experience

As a Financial Planner, you will :

• Provide members with investment and financial planning advice.
• Develop and deliver modular financial plans using appropriate software and tools to support planning complexity.
• Review members' existing comprehensive financial plans.
• Promote, sell, and deliver all investment products and services, including third-party mutual funds.
• Manage portfolios effectively, consolidating investment assets and monitoring the renewal of maturing investments.
• Contribute to organizational goals and growth of the investment portfolio by achieving individual objectives through strategic planning.
• Collaborate with the branch network and Kawartha partners to meet members' financial needs and expand member relationships.
• Travel regionally as necessary to support wealth strategies.

Qualifications :

• Post-secondary education in business, finance, or economics preferred.
• Financial planner designation such as CFP, CLU, MFP, CMA, CFA, or RRC.
• Minimum of 5 years of experience in delivering, monitoring, and reviewing financial plans.
• Advanced knowledge of financial planning components including financial management, tax planning, asset management, risk management, retirement planning, and estate planning.
• Active Mutual Fund License in good standing through CSC or IFIC.
• Deep understanding of the wealth industry, competitive landscape, and economic issues.
• Knowledge of NaviPlan or other financial planning software.
• Passion for financial planning and helping others.

At Kawartha Credit Union, diversity and inclusion are core values reflected in our care for others. We pride ourselves on providing a workplace that values differences and encourages respect. We are committed to creating an accessible and inclusive culture for both members and employees. If you require accommodation during the recruitment process, please inform our Human Resources team.

If you are interested in a career in financial services with a dedicated, enthusiastic team in a growing organization that supports an inclusive and barrier-free recruitment process, apply now!