Financial Planner - North Coast NSW

Summary about this job

Detail information about job Financial Planner - North Coast NSW. 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

We have been providing financial advice to Australians for more than two decades. Join us and see that you really CAN make a difference to clients.

Commonwealth Financial Planning is one of Australia's largest and best resourced financial planning businesses. Our aim is to provide clients with Quality Advice, and to build and maintain long-term relationships with them. We offer an extensive choice of leading investments managed by some of Australia's and the world's leading financial institutions.

Our Advisers are professionals with a solid understanding of investment and financial planning. All our financial planners participate in regular training to keep up-to-date with legislation, industry changes, new investment strategies and product changes or enhancements.

Why join Commonwealth Financial Planning:

• The business is genuinely committed to ensuring a positive advice experience for clients
• An inclusive culture which encourages an open environment, with the willingness to share ideas and support colleagues
• The business has undergone extensive change to meet regulatory requirements and position us as a leader for future growth.
• Ongoing dedication and commitment to innovative projects ensures consistent development of market leading technology to better support advisers  
• The remuneration plan recognises and rewards financial activity as well as ethical behaviours and is designed to benefit our planners, the business and, most importantly, our clients
• Training and ongoing professional development encourages your career growth and gives employees access to an extensive range of opportunities group wide

As a Financial Planner, you will:

• Support your clients to help identify and meet their financial goals and dreams
• Understand your client's immediate needs, long term objectives and level of comfort with risk [link removed]
• Provide specific advice that is tailored to ensure it is always in the best interest of the client
• Engage and coach stakeholders to identify potential clients who require financial advice
• Be driven to offer value add activities in order to achieve and exceed key performance indicators  
• Build effective and long term relationships with key business partners, both internal and external
• Be passionate about building and developing your Financial Planning career with the CBA group in line with our corporate values
• Possess a current and unrestricted driver's licence

In order to apply for this position, the following requirements are mandatory:

• Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent AND;
• 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) is essential.

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. 

Please note that this role may be filled prior to the advertised end date.