Cobourg, On Financial planner Jobs – 1 Openings This Week

Financial Planner
Kawartha Financial Services —Cobourg, ON
- $85,000 a year
- Hybrid work
- Finance
- Business
- Dental care

Discover related jobs

Based on your search for financial planner jobs.

Financial Trustee
Canopy Support Services —Peterborough, ON
Valid G-Class driver’s license for the Province of Ontario, access to reliable transportation and have valid proof of automobile insurance with driving for…
$46,155.49–$58,418.56 a year
Quick apply
Controller / Senior Accountant
Confidential —Port Hope, ON
Bachelor's degree in Accounting, Finance, or related field. Monitor banking activities, credit facilities, and cash management.
$70,000–$100,000 a year
Quick apply
2d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
Financial Advisor, Investment & Retirement Planning - Lindsay, Ontario
Scotiabank —Lindsay, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

Show more jobs in cities nearby

I want to receive the latest job alerts for financial planner in cobourg, on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near cobourg, on

Financial Planner jobs in Milton, On

Transportation Planner jobs in Toronto, On

Pc Financial jobs in Toronto, On

Financial Planner jobs in Montréal, Qc

Financial Planner jobs in Vernon, Bc

Financial Planner jobs in Newmarket, On

Maintenance Planner jobs in Vancouver, Bc

First Nations Financial Accounting jobs in British Columbia

Financial Planner

Kawartha Financial Services -
Cobourg, ON

Apply Now

Job details

Permanent
$85,000 a year

Qualifications

Post-secondary education
Finance
CFP
CSC
Business
Chartered Financial Analyst

Full 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: $85,000 + a competitive compensation structure designed to reward high performance and exceptional member service

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), 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!

Apply Now

Refine Your Search

financial planner jobs in cobourg, on

Financial Planner

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alerts for financial planner in cobourg, on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected