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Commercial Financial Planner

  • Big 4 Bank - Invest in your career

  • Excellent referrals from Corporate and Commercial Bankers

  • Fantastic Supportive Team

Your new company
You will be joining a global organisation where people strive and are rewarded for excellence. With a proud and established heritage, customer focus and clear strategy, this bank is a fantastic environment in which to work.

Your new role
As a Commercial Financial Planner you will be responsible for developing your portfolio with our business banking clients, partnering with our Corporate and Commercial Bankers and Relationship Managers who will act as your referral partners. You will be focused on building strong relationships with your commercial client group enabling you to proactively offer advice, products and services that meet their needs.

What you'll need to succeed
You will hold a Bachelor Degree along with the Advanced Diploma in Financial Planning and will have proven sales prospecting skills with a track record of achieving sales targets and results. You will be accredited to distribute Wealth Management approved products with strong Product and Technical Financial Planning knowledge with a sound risk insurance focus. Excellent networking, client management and communication skills are essential.

What you'll get in return
A highly competitive salary plus bonus is on offer and you will be working in a fantastic supportive team environment.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Jason Hudson on 82310820 for a confidential discussion.

Date Posted
Banking & Finance
Adelaide, SA 5000
Job Type
Full Time, Permanent
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