Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining client needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner (Retail Banking Sales & Service)
Builds
Managed products and services (e.g. mutual funds, retirement savings plans) and referral solutions
Domain
Retail Banking / Personal Investment
Required skills
Needs-based assessments, business development strategies, relationship management, investment strategy guidance, regulatory compliance, data analysis, strategic problem solving
Preferred skills
Creative solution proposal, independent work execution, community relationship building
Technologies
Guidance tools, marketing promotions and programs
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 personal and commercial banking products; Support achievement of sales and performance targets; Develop and implement relationship management plans; Respond to customer investment requests and make recommendations; Maintain current knowledge of personal investment products and trends; Work at multiple branches and through various channels based on market needs.
Seniority
Mid-level (3-5 years experience)