Financial Planner, Rockhampton (12 month maternity leave)
About Us
The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services.
Commonwealth Financial Planning (CFP) has been providing financial advice to Australians for more than two decades. We are one of Australia's largest and best resourced financial planning businesses, with more than 700 advisers nationwide and over 100 specialist support staff. Our national presence means that wherever customers are, they'll be able to access quality financial advice.
The Opportunity
Commonwealth Financial Planners offer customers an extensive choice of quality investments managed by some of Australia's and the world's leading financial institutions. We are keen to attract financial planning professionals who are driven to provide holistic and quality financial advice to our customers.
Reporting to the Financial Planning Manager you will work collaboratively with your assigned branches to identify opportunities by developing and delivering strategies that will assist customers in meeting their lifestyle and financial goals.
You will:
• Support your clients to identify and meet their financial goals and dreams
• Understand your client's immediate needs, long term objectives and level of comfort with risk
• Provide advice that is truly tailored to these needs and quality focussed
• Use tools and technology to provide quality and compliant advice / documentation
• Recommend appropriate strategies, products and service options
• Coach and educate your Branch network to identify suitable referrals
• Engage in effective relationship building with internal / external clients and key stakeholders
• Be passionate in your performance to meet or exceed allocated revenue and retention targets
Your Skills:
• A passion for building and developing your Financial Planning career
• Diploma of Financial Services, Financial Planning (RG146 Compliance including: Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills)
• Demonstrated negotiation skills
• Ability to engage with customers and maintain successful long term relationships
• Strong business acumen
• A good understanding of factors currently affecting the financial services industry
• A current and unrestricted drivers' licence
CommonwealthBank is an Equal Opportunity Employer. With access to a range of financial planning tools and resources (including technical services, research support, paraplanning, compliance and professional development training) you will be supported and encouraged to meet your career goals. A competitive remuneration and benefits package will be offered to the successful candidate.
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) 3328 5816.
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:
25 Sep 2013 E. Australia Standard Time
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