Financial Planner

Cobourg Branch
2 King St W
Cobourg, ON K9A, CAN

Cobourg Branch
2 King St W
Cobourg, ON K9A, CAN

Location: Southeastern Ontario (Hybrid work option available)

Hours: 40 hours per week, Monday to Saturday

Rate of Pay: Dependent on experience

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...