Job Description

Financial Planner (Permanent, Full-time)

Location: Southeastern Ontario (Hybrid work option available) 


Hours: 40 hours per week, Monday to Saturday


Rate of Pay: $1,236.92 - $1,990.42 per week (plus applicable benefits)


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 organizational goals and the growth of the investment portfolio by attaining individual g...

    • Apply for this Position

    Ready to join Kawartha Credit Union? Click the button below to submit your application.

    Submit Application