Financial Planner

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

Job summary

A financial services organization in Southeastern Ontario is seeking a Financial Planner to provide investment and financial planning advice. The ideal candidate will have a strong financial planner designation and at least 5 years of experience in delivering and monitoring financial plans. A hybrid work option is available, making this role ideal for a dedicated professional passionate about supporting clients' financial goals.

Qualifications

• Minimum of 5 years delivering and reviewing financial plans.
• Active Mutual Fund License through CSC or IFIC.
• Deep understanding of wealth industry and economic issues.

Responsibilities

• Provide members with investment and financial planning advice.
• Develop and deliver modular financial plans based on software and tools.
• Promote and sell investment products and services.
• Monitor the renewal of maturing investments.

Skills

Investment and financial planning advice

Portfolio management

Financial planning components knowledge

Client relationship management

Education

Post-secondary education in business, finance, economics

CFP/CLU/MFP/CMA/CFA/RRC designation

Tools

NaviPlan or similar financial planning software

Job description

Overview

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

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 financial plans.
• Promote, sell and delivery of all investment products and services, including third party mutual funds.
• Provide effective portfolio management, consolidating investment assets. Monitor the renewal of maturing investments.
• Contribute towards organizational goals and the growth of the investment portfolio by attaining individual goals objectives through the deployment of business and tactical planning.
• Work collaboratively with the branch network and Kawartha partners to help ensure members financial needs are met and member relationships are expanded.
• Travel in region as necessary to support wealth strategy.

Qualifications

• Post-secondary education in business, finance, economics is preferred.
• A financial planner designation – Certified / Chartered Financial Planner (CFP), Chartered Life Underwriter (CLU), Master Financial Planner (MFP), Chartered Management Accountant (CMA), Chartered Financial Analyst (CFA), or Registered Retirement Consultant (RRC).
• Minimum of 5 years delivering, monitoring and reviewing financial plans.
• Advanced knowledge of all financial planning components (financial management, tax planning, asset management, risk management, retirement planning and estate planning).
• Active Mutual Fund License in good standing through Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
• Deep understanding of the wealth industry, competitive landscape and economic issues.
• Knowledge of NaviPlan or other financial planning software.
• Demonstrated passion for financial planning and helping others.

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

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