Financial Planner (f/m/d)

Raiffeisen is establishing a specialist center for financial planning in the Basel-Fricktal region, which supports the banks in the anchoring and implementation of pension topics as well as financial planning.

For the regional specialist center, we are looking for a proactive and flexible personality as a Financial Planner (f/m/d), starting from 1 January 2027 or by arrangement, who will work on-site at the banks.

Financial Planner (f/m/d)

What awaits you?

• Establishment, design, and coordination of the new Raiffeisen specialist center in the Basel-Fricktal region
• Accompanying the banks on-site in the internal and external anchoring of financial planning and pension topics
• Carrying out financial planning according to the banks' mandate (consulting and creation of plans)
• Training of employees and execution of events
• The specialist center includes the cooperative banks Basel, Liestal Oberbaselbiet, and Laufenburg

What do you bring with you?

• Completed further training as a financial planner or comparable training/further education
• Several years of experience in the area of holistic customer consulting as well as financial planning
• Flexible and independent personality with an entrepreneurial spirit as well as enjoyment in the establishment of the regional Raiffeisen specialist center
• Experience in sales and marketing
• Very good German skills are required, French skills are an advantage
• Willingness to travel within the Basel-Fricktal region

We offer flexible working models

The work-life balance of our employees is important to us. Therefore, we create the prerequisites so that working hours can be designed flexibly – with offers for mobile working, home office, and part-time positions.

We maintain a familial environment

The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" 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 offer collective profit sharing instead of individual bonuses

We prioritize collective performance. Therefore, we have collective profit sharing instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together.

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 specifically – with a diverse internal educational offering as well as a cost contribution for external further education.

We make "live & work healthily" a program

With our holistic offer "live & work healthily," we support our employees in finding and maintaining a healthy balance between professional and private life in the long term.

Do you have questions?

For content-related questions about the position:

Tashi Gumbatshang
Head of Wealth Management and Pension Consulting
+41 (71) 225 85 25

For questions about the application process:

Saskia Wollfart
Recruiting Partner
+41 (71) 424 17 32

About us

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