Business Financial Planner
Business Wealth Management is 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 our Toowoombateam.
As a Business Financial Planner in the CBA's Business Wealth Management division, 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 our Agribusiness, Corporate, 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. You will offer help and advice by developing a financial plan that supports the business to achieve their strategic goals and financial objectives. You will enjoy working with businesses of all sizes to improve efficiency andminimise risk.You will be passionate about providing outstanding client service and be experienced in delivering business developmentinitiatives to build your client base.
We seek the following skills and experience:
- Extensive experience in financial planning or business development roles dealing with HNW orcorporate and Agri-business 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.
Apply now by clicking on the link below. For a confidential discussion please contact Emma Casale on (07) 3328 5816.
Special Conditions apply - Employment will be within Business Wealth Management, a division of the Commonwealth Bank of Australia (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, pre-employment medical, financial and employment experience background checks.
Advertised:
15 Jul 2013 E. Australia Standard Time
Leave a Reply
You must be logged in to post a comment.