Financial Planner

Financial Planner – Kawartha Credit Union Location: Southeast 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 deliver all investment products and services, including third‑party mutual funds. Provide effective portfolio management, consolidating investment assets. Monitor the renewal of maturing investments. Contribute toward organizational goals and the growth of the investment portfolio by attaining individual goal 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 (RRCli> 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. EEO Statement 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. #J-18808-Ljbffr