Senior Financial Planner, Premium
Commonwealth Financial Planning is one of Australia's most successful providers of integrated financial services, and is a leader in the provision of investment management solutions.
To help us maintain our high level of customer focus and quality advice, we are currently looking for a Senior Financial Planner to join our Wealth Management group servicing our Premium Retail Banking customers.
The role of the Senior Financial Planner (Premier) is responsible for the provision of holistic, quality financial advice to high net worth customers of the Commonwealth Bank. The objective is to provide an advice service aimed at satisfying the needs of these customers whilst achieving revenue and retention targets of the business.
Our Planners have access to a wide variety of resources to help them achieve their targets and goals as well as an excellent support network to help with everything from administration to legal and technical issues.
To be successful in this role you will require:
- RG146 compliant in the following generic and specialist areas: Generic knowledge; Managed investments; Life insurance; Superannuation; Financial planning and skills
- Diploma/Degree in Financial Services (Financial Planning)/SIA equivalent qualifications*
- Business or related degree
- Proven performance in a financial planning role providing advice to private or high net worth individuals.
- Demonstrated ability to build and maintain effective internal relationships with stakeholders
- Selling and negotiation skills
- Experience in evaluating ideas and strategies, plus demonstrating sound judgement based on data and logic
- Clear and audible oral communication skills
- Maintenance of a current non-restricted drivers license for the state or territory in which the person is to be based
Commonwealth Financial Planning is an equal opportunity employer and is happy to look at people from all walks of life. We offer a very competitive package as well as the opportunity to grow your career within an exciting and friendly environment.
Apply now by clicking on the link below. For a confidential discussion please contact Emma Casale on (07) 3328 5816.
Please note that this rolemay be filled prior to the advertising end date.
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:
18 Oct 2013 W. Australia Standard Time
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