Business Financial Planner
Our Business
Commonwealth Financial Planning Relationship Managed Channelis part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. To help us maintain our high level of customer focus and quality advice, we are currently looking for an experienced Business Financial Planner to join ourteam.
The Opportunity:
As a Business Financial Planner in the relationship managed channel, you will work with a team of likeminded referrers. You will be provided with outstanding support from leading client and market intelligence, allowing you to provide tailored quality advice to ourCorporate, Commercial and Local Business Banking clients.
We are looking for people who are passionate about what they do.You will enjoy visiting and partnering with business owners to understand their business andoffer help and advice by developing a financial plan that supports the business to achieve their strategic goals and financial objectives. Working with businesses of all sizes to improve efficiency andminimise risk,you mustbe passionate about providing outstanding client service andexperienced in delivering business developmentinitiatives to build your client base.
Skills and experience required:
• Extensive experience in financial planning or business development roles dealing with HNW orcorporate and clients
• Superior personal presentation, communication and influencing skills
• Demonstrable track record of achieving sales targets
• Excellent technical knowledge and a strong understanding of Risk, Investment, Retirement Planning, Succession Planning and/or SMSF's.
• Ability to work in a team environment and autonomously
• CFP qualified (or near) with relevant tertiary qualification is preferred.
This role offers an excellent opportunity to work for a professional organisation in a key role offering tremendous opportunity for future development. With access to a range of financial planning tools and resources (including technical services, research support, paraplanning, insurance administration, compliance and professional development training) you will be supported and encouraged to meet your career goals. A generous remuneration and benefits package will be offered to the successful candidate.
CommonwealthBank is an Equal Opportunity Employer. A competitive salary is on offer along with an attractive bonus structure. You will be supported and encouraged to meet your career goals.
Please note that this role may be filled prior to the advertised end date.
Apply NOW by clicking on the attached link. For further information please call Emma Casale, Adviser Recruitment on (07)
Special Conditions apply - Employment will be within Commonwealth Financial Planning, a division of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Offers of employment are subject to the satisfactory completion of appropriate criminal history, bankruptcy, pre-employment medical and background checks.
Advertised:
4 Sep 2013 W. Australia Standard Time
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