Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner (Retail Banking)
Builds
Managed products and services (e.g. mutual funds, retirement savings plans) and referral solutions for personal and commercial banking.
Domain
Retail Banking / Personal Investment
Deliverable
client delivery
Required skills
Needs-based assessment, business development, relationship management, investment strategy guidance, regulatory compliance, data analysis, strategic problem solving
Preferred skills
Advanced working knowledge of financial industry, specialized knowledge from education/business experience
Technologies
guidance tools
Responsibilities
Proactively engage with new and existing customers to grow loyalty and identify opportunities; implement business development strategies to acquire new business; generate referrals for banking products; support achievement of sales and performance targets; develop and implement relationship management plans; respond to customer investment requests; maintain current knowledge of investment products and trends; work across multiple branches and channels.
Seniority
Mid-level (3-5 years experience)
