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Financial Planner - Brisbane N...

Help us secure and enhance the financial well being of our customers by providing quality, objective based Advice.

Do work that matters

As a Financial Planner at CommBank, your purpose is to provide quality advice to Australians and help them achieve their lifestyle dreams and financial goals. You’re the type of planner that loves to utilise their comprehensive financial knowledge to provide an exceptional customer experience. You understand that by helping our customers make good decisions, we are making a difference in not only their lives, but also for their families and the community.

See yourself in our team

In this role, you’ll utilise your exceptional engagement skillset to create a memorable financial planning experience for your customers and in doing so build and maintain quality relationships. You’ll partner closely with branch staff to coach them on the advice process and how to identify financial planning opportunities.

You’ll receive ongoing support from our industry leading Licensee Services team who will help you to deliver on your promises to your customers. This support combined with your positive attitude, market leading technology and our strong focus on investing in your professional development will ensure your success in the role.

We work in a highly regulated field, and we take the responsibility of planners at CommBank very seriously, so there are a few mandatory requirements for your application:

  • Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent
  • Diploma of Financial Services. Financial Planning giving you RG146 Compliance in the following: Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills.
  • A current, unrestricted driver’s license.

At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. At CommBank you can be you.

Date Posted
Banking & Finance
Brisbane, QLD
Job Type
Full Time, Permanent
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