Financial Planning Professional

1 month ago


Kingston upon Thames, Greater London, United Kingdom Kawartha Credit Union Limited Full time

We are looking for a skilled Financial Planning Professional to join our team at Kawartha Credit Union Limited. This role involves providing exceptional member service by identifying individual clients' needs and goals, developing financial plans, and making recommendations.

The successful candidate will have a post-secondary education with an emphasis in financial planning or management, as well as a minimum of two years of industry experience as a Financial Planner.

As a Financial Planning Professional with Kawartha Credit Union Limited, you will be responsible for servicing an established membership base, conducting personal interviews with clients, and promoting the credit union's investment and insurance services in the community.

The estimated salary for this position is $60,000 - $80,000 per year, depending on experience.



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