Job Posting Details

Senior Financial Planner, Kawartha Credit Union

Location:Peterborough, Ontario
Posting Date:August 10, 2018
Closing Date:until filled
Web Site:www.kawarthacu.com
Employment Type:Full-time

Position:  Senior Financial Planner (Permanent, Full-time)

Location: Peterborough, ON

Hours: Monday to Friday, 40 hours per week

Rate of Pay: Based on experience

 

Position Description:

 

As Senior Financial Planner, you will:

  • Collaborate with the Manager, Wealth to develop and execute a strategy for the delivery of financial planning to our members.

  • Collaborate with Estate Planning to develop appropriate linkages.

  • Act as a subject matter expert to assist in development of more junior financial planners as they complete and deliver modular plans.

  • Completion, assist in developing, and review of comprehensive financial plans.

 

Qualifications Required:

  • Certified Financial Planner (CFP) designation required

  • Post-secondary education in business, finance, economics

  • Extensive experience dealing with all components of financial planning (financial management, tax planning, asset management, risk management, retirement planning and estate planning)

  • A minimum of 5 years delivering monitoring and reviewing financial plans at a senior level.

  • Experience with strategy development.

  • Experience with financial planning and investment software.

  • Expert knowledge of all financial planning components (financial management, tax planning, asset management, risk management, retirement planning and estate planning)

  • Solid business acumen, with extensive knowledge of the financial industry include competitor offerings, market trends, and the regulatory environment

     

How to Apply:

 

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, please forward your resume outlining experience and qualifications, referencing “18-PW-54” to humanresources@kawarthacu.com.

 

If contacted regarding a job opportunity, please advise if you require accommodation.