Hybrid Financial Planner - Wealth Strategy & Growth

Kawartha Credit Union Limited; Eastern Ontario; Hybrid; CAD 76,500 - 93,500; Full time

Benefits offered by this job

Generous vacation time

Pension Plan

Focus on employee well-being

Learning and development opportunities

Employee recognition program

Supportive work environment

Job summary

A financial services organization is seeking a Financial Planner in Eastern Ontario. In this role, you will provide investment and financial planning advice, engage in developing comprehensive financial plans, and manage portfolios. The ideal candidate has a strong education background in finance and holds relevant certifications. You can expect a competitive salary along with a comprehensive benefits package and a hybrid work model that supports work-life balance.

Qualifications

• 5+ years of experience in delivering and reviewing financial plans.
• Active Mutual Fund License in good standing.
• Deep understanding of the wealth industry and economic issues.

Responsibilities

• Provide investment and financial planning advice to members.
• Engage in the development and delivery of modular financial plans.
• Promote and sell investment products and services.
• Monitor and manage investment assets and portfolios.

Skills

Investment and financial planning advice

Advanced knowledge of financial planning components

Knowledge of financial planning software

Passion for financial planning

Education

Post-secondary education in business, finance, or economics

Certification as CFP, CLU, MFP, CMA, CFA, or RRC

Tools

Financial planning software

Job description

A financial services organization is seeking a Financial Planner in Eastern Ontario. In this role, you will provide investment and financial planning advice, engage in developing comprehensive financial plans, and manage portfolios. The ideal candidate has a strong education background in finance and holds relevant certifications. You can expect a competitive salary along with a comprehensive benefits package and a hybrid work model that supports work-life balance.