Financial Planner - Wealth & Retirement Strategy Expert

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

Benefits offered by this job

Generous vacation time

Pension Plan

Focus on employee well-being

Learning and development

Employee recognition program

Supportive work environment

Job summary

Kawartha Financial Services is seeking a Financial Planner to provide investment and comprehensive financial planning advice to members in the Peterborough area. You will develop modular plans, review existing plans, and deliver high-level guidance across retirement, tax, succession, and wealth strategies.

You will promote investment products, manage portfolios, and collaborate with our branch network to grow member relationships regionally. Travel within the region may be required.

Qualifications

• Post-secondary education in business, finance or economics preferred.
• Financial planner designations/certifications (CFP, CFA, CLU, MFP, CMA, CFA, RRC).
• Minimum of 5 years delivering and reviewing financial plans.
• Advanced knowledge of financial planning components (management, risk, retirement, estate).
• Active mutual fund license through CSC or IFIC.

Responsibilities

• Provide members with investment and financial planning advice.
• Develop and deliver modular financial plans with planning tools.
• Review members' existing comprehensive financial plans.
• Provide high-level financial planning across retirement, tax, succession, life protection, wealth strategies.
• Promote and deliver investment products and services, including mutual funds.
• Manage portfolios and monitor investment renewals.
• Collaborate with branch network and Kawatra partners to meet member needs.

Skills

Financial planning

Wealth management

Retirement planning

Estate planning

Asset management

Client communication

Financial software

Education

Post-secondary education in business/finance/economics

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

Mutual Fund License (CSC/IFIC)

Job description

Kawartha Financial Services is seeking a Financial Planner to provide investment and comprehensive financial planning advice to members in the Peterborough area. You will develop modular plans, review existing plans, and deliver high-level guidance across retirement, tax, succession, and wealth strategies.

You will promote investment products, manage portfolios, and collaborate with our branch network to grow member relationships regionally. Travel within the region may be required.