Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of customers, determining needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Lasting client relationships and a portfolio of clients
Domain
Retail Banking / Personal Investment
Deliverable
client delivery
Required skills
Financial planning, investment product sales, needs-based assessments, business development, relationship management, regulatory compliance
Preferred skills
Advanced working knowledge of financial industry, specialized knowledge from education or business experience
Technologies
guidance tools
Responsibilities
Proactively engage with new and existing customers to identify opportunities, implement business development strategies to acquire new business, generate referrals for banking products, support achievement of sales targets, develop and implement relationship management plans, respond to customer investment requests, maintain current knowledge of investment products and trends, apply Risk Management Framework to protect bank assets
Seniority
Mid-level, independent contributor
