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Below are the terms and procedures for the registration:
Job Title: Financial Planner - Inner West
Job Number:
933835
Business group:
Wealth Management
Work type:
Permanent full time
Location:
Sydney Inner West Area
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 and Colonial First State, 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.
Commonwealth Financial Planning 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.
Express your interest by applying on-line NOW! For further information on the role contact Nada Vidakovic on
(02) 9303 0207.
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:
19 Dec 2012 Aus. Eastern Standard Time
To Apply:
http://www.careers.commbank.com.au/jobDetails.asp?sJobIDs=845991&lWorkTypeID=&lLocationID=&lCategoryID=&lDepartmentID=&stp=AW&sLanguage=en
Deadline: 10th Jan 2013
