Financial Planner

Updated: March 03, 2024 04:08 PM GMT

Full-time Job in Peterborough, Ontario

Kawartha Credit Union

Peterborough, ON, Canada

Financial Planner (Permanent, Full-time)

Location: Peterborough, ON (Hybrid work option available)

Hours: 40 hours per week, Monday to Saturday

Rate of Pay: Dependent on experience

Deliver wealth management and financial planning expertise. Become members’ trusted advisor by providing expert advice and solutions in the area of financial planning – including investments, financial management, tax planning, and retirement planning.

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.
• 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... More Detail