Financial Planner

For Raiffeisenbank Regio Frick-Mettauertal, a successful, locally oriented and innovative bank with branches in Eiken, Gipf-Oberfrick, Herznach, Gansingen and Stein, we are looking for an independent, committed and service-oriented personality as a Financial Planner 80% - 100% (f/m/d) to strengthen our team.

Financial Planner

What awaits you?

• Conducting initial consultations: Holistic and customer-centric 360-degree needs analysis to identify financial customer needs and to maximize customer potential
• Development of needs-based solutions that incorporate individual needs, goals, wishes and life situations of customers
• Competent and holistic financial planning in compliance with the strategic objectives and regulatory requirements of the bank
• Collaboration and planning of target group-specific market development measures, especially in campaigns, meetings, events and representative tasks
• Proactive support of our customer advisors: Support in customer book planning and discovering new potentials

What do you bring with you?

• Banking vocational training with higher continuing education and a qualification as a Financial Planner with federal diploma (eidg. Fachausweis), MAS in Financial Consulting (CFP) or federal financial planning expert NDS HF
• Several years of experience in financial and pension planning, preferably also financial planning for entrepreneurs
• Ideally experience with the financial planning software Allfina/Logismata
• Motivation to successfully develop the financial and pension planning department into the future together with the team
• Teamwork skills and entrepreneurial thinking with strong customer orientation, negotiation skills, communication skills and a confident appearance

We maintain a family-like environment

The cooperative values are our pillars: Together. For each other. They shape our cooperation and our dealings with one another. The "Du" culture (informal culture) creates personal closeness and equality across all functional levels.

We live diversity and equal opportunity

We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a diverse internal educational offering as well as a cost contribution for external continuing education.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts from third parties as well as above-average pension provision.

And now it's your turn!

Send us your CV, your certificates and proof of your education and continuing education. Also answer the following three questions. A cover letter? You can save yourself that.

1. Which successes make you ready for this challenge?
2. Which framework conditions do you need to achieve great things?
3. What is not in your CV, but is exciting for us?

Do you have questions?

For content-related questions about the position:

Tamara Hasler
Team Leader Financial Planning
+41 (62) 8654478

For questions about the application process:

Melanie Schumacher-Freudiger
Team Leader HR / Staff
+41 (62) 8654413

We look forward to your online application

About us

j4id10441175jm j4it1042jm j4iy26jm