Financial Planner - Lindsay

Kawartha Financial Services; Peterborough; Hybrid; CAD 72,000 - 98,000; Full time

Benefits offered by this job

Generous vacation time

Medical and dental benefits

Pension Plan

Employee well-being focus

Learning and development

Employee recognition program

Supportive work environment

Job summary

Kawartha Financial Services in Ontario is seeking a Financial Planner for a permanent, full-time, hybrid role located in Cobourg/Lindsay/Kinmount. You will provide investment and financial planning advice, develop modular plans, and review existing portfolios.

The role requires a CFP/QAFP/CLU/MFP/CMA/CFA/RRC designation, 5+ years of experience, and an active mutual fund license. CAD 85,000/year plus performance pay with a comprehensive benefits package.

Qualifications

• Post-secondary education in business, finance, or economics preferred.
• A financial planner designation – CFP, QAFP, CLU, MFP, CMA, CFA, or RRC.
• Minimum of 5 years delivering, monitoring and reviewing financial plans.
• Advanced knowledge of financial planning components (financial management, asset, risk, retirement, estate).
• Active Mutual Fund License in good standing through CSC or IFIC.
• Deep understanding of the wealth industry and software.

Responsibilities

• Provide investment and financial planning advice to members.
• Develop and deliver modular financial plans using planning tools.
• Review members' existing comprehensive financial plans.
• Provide high-level financial planning across retirement, tax, succession, life protection, and wealth strategies.
• Promote and deliver investment products including third-party funds.
• Contribute to portfolio management and monitor investments.
• Collaborate with branch network and Kawartha partners to meet member needs.

Skills

Financial planning

Portfolio management

Client advisory

Planning software

Education

Post-secondary education in business/finance/economics

Tools

Financial planning software

Job description

Financial Planner (Permanent, Full-time)

Location: Cobourg/Lindsay/Kinmount, Ontario (Hybrid role)

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $85,000 annually + performance pay

Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.

We Offer a Comprehensive Benefit Package Which Includes

• Generous vacation time
• Comprehensive medical and dental benefits
• Pension Plan
• Focus on employee well-being
• Dedication to your learning and development
• Celebrating your achievements through our employee recognition program
• Supportive work environment

As a Financial Planner, You Will

• 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.
• Provide high-level financial planning services across retirement, tax, succession, life protection, and wealth strategies.
• 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), Qualified Associate Financial Planner (QAFP), Chartered Life Underwriter (CLU), Master Financial Planner (MFP), Chartered Management Account (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, 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 financial planning software.
• Demonstrated passion for financial planning and helping others.

At Kawartha Financial Services 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.