Financial Planner

All vacancies of AustraliaBanking & Financial ServicesFinancial Planner

Help us provide quality advice to Australians so they can achieve their lifestyle dreams and financial goals.

Summary about this job

Account & Relationship Management

Company: Commonwealth Bank - Wealth Management

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-5731-4456

Fax: +61-2-4925-1948

E-mail: n\a

Site:

Detail information about job Financial Planner. Terms and conditions vacancy

  • You are a passionate, customer-focused financial planner
  • We are a collaborative and innovative advice function, underpinned by an indus
  • Together we can help our customers plan for the best so they can live the life

Do work that matters

As a financial planner at CommBank, your purpose is to provide quality advice to Australians and help them achieve their lifestyle dreams and financial goals. You’re the type of planner that loves to utilise their comprehensive financial knowledge to provide an exceptional customer experience. You understand that by helping our customers make good decisions, we are making a difference in not only their lives, but also for their families and the community.

See yourself in our team

In this role, you’ll utilise your exceptional engagement skillset to create a memorable financial planning experience for your customers and in doing so build and maintain quality relationships. You’ll partner closely with branch staff to coach them on the advice process and how to identify financial planning opportunities.

You’ll receive ongoing support from our industry leading Licensee Services team who will help you to deliver on your promises to your customers. This support combined with your positive attitude, market leading technology and our strong focus on investing in your professional development will ensure your success in the role.

We work in a highly regulated field, and we take the responsibility of planners at CommBank very seriously, so there are a few mandatory requirements for your application:

  • Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent
  • Diploma of Financial Services. Financial Planning giving you RG146 Compliance in the following: Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills.
  • A current, unrestricted driver’s license.

At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. At CommBank you can be you.

Responds for Financial Planner on FaceBook

Read all comments for Financial Planner. Leave a respond Financial Planner in social networks. Financial Planner on Facebook, LinkedIn and Google+