Financial Planner, Toowoomba
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.
Through the Commonwealth Bank, 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 be expected to cultivate on-going relationships through superior customer service and operate within a strong compliance culture.
Role accountabilities:
- Assisting clients to identify and meet their financial goals by understanding their immediate financial needs, long term objectives and level of comfort with risk so that our advice is truly tailored.
- Using financial planning tools and technology to provide quality and compliant advice and documentation through recommending appropriate strategies, products and service options.
- Coaching and educating the Branch network to identify suitable referrals.
- Providing outstanding client service by building and maintaining effective relationships with internal and external clients and key stakeholders.
- Managing your own performance to meet or exceed revenue and retention targets.
We are looking for candidates with the following attributes, skills and experience:
- A passion for building and developing their Financial Planning career within a market leader.
- 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 build and maintain successful customer relationships.
- Strong business acumen, including a demonstrated 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:
18 Oct 2013 E. Australia Standard Time
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