Financial Planner - Northern Ontario

Job summary

The Financial Planner provides comprehensive investment and financial planning advice to members, including retirement, tax, and estate strategies. They are responsible for managing investment portfolios, delivering modular financial plans, and collaborating with the branch network to expand member relationships.

Job details

Financial Planner - Northern Ontario (Hybrid) Status: Permanent, Full-time Locations: Bracebridge/Huntsville/Parry Sound/South River Hours: 37.5 hours per week, Monday to Saturday Rate of Pay: $85,000 annually + performance pay Compensation: 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. 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!

What you’ll do

The Financial Planner provides comprehensive investment and financial planning advice to members, including retirement, tax, and estate strategies. They are responsible for managing investment portfolios, delivering modular financial plans, and collaborating with the branch network to expand member relationships.

Requirements

Candidates must have at least 5 years of experience in financial planning and hold a relevant designation such as CFP, QAFP, CLU, or CFA. A post-secondary education in business, finance, or economics is preferred, along with an active Mutual Fund License.

Benefits

• Vacation time
• Medical benefits
• Dental benefits
• Pension plan
• Employee well-being program
• Learning and development
• Employee recognition program

Listed skills

• Asset Management · Preferred
• Risk Management · Preferred
• Financial planning · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Investment advice
• Portfolio management
• Retirement planning
• Tax planning
• Succession planning
• Life protection
• Wealth strategies
• Mutual funds
• Financial software
• Asset management
• Estate planning
• Risk management
• Business development
• Planning
• Asset Management
• Corporate Finance
• Investments
• Certified Financial Planner
• Chartered Financial Analyst
• Chartered Financial Planner
• Chartered Life Underwriter
• Management Accounting
• Economics
• Estate Planning
• Financial Services
• Financial Management
• Financial Planning
• Risk Management
• Portfolio Management
• Retirement Planning
• Securities (Finance)
• Enthusiasm

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting
• Financial Planner
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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