–
Port Macquarie

About Us

The Commonwealth
Bank Wealth Management Group is one of Australia’s leading providers of
integrated financial services. Our Wealth Management division has four
operating businesses:
Colonial First State Global Asset Management, Colonial
First State, Wealth Management Advice and CommInsure.

Commonwealth
Financial Planning (CFP) has been providing financial advice to Australians for
more than two decades. We are one of Australia’s largest and best resourced
financial planning businesses, with more than 700 advisers nationwide and over
100 specialist support staff. Our national presence means that wherever
customers are, they’ll be able to access quality financial advice.

The Opportunity

Commonwealth
Financial Planners offer customers an extensive choice of quality investments
managed by some of Australia’s and the world’s leading financial institutions.
We are keen to attract financial planning professionals who are driven to
provide holistic and quality financial advice to our customers.

Reporting to the
Financial Planning Manager you will work collaboratively with your assigned
branches to identify opportunities by developing and delivering strategies that
will assist customers in meeting their lifestyle and financial goals.

You will:

• Support
  your clients to identify and meet their financial goals and dreams
• Understand
  your client’s immediate needs, long term objectives and level of comfort
  with risk
• Provide
  advice that is truly tailored to these needs and quality focussed
• Use
  tools and technology to provide quality and compliant advice /
  documentation
• Recommend
  appropriate strategies, products and service options
• Coach
  and educate your Branch network to identify suitable referrals
• Engage
  in effective relationship building with internal / external clients and
  key stakeholders
• Be
  passionate in your performance to meet or exceed allocated revenue and
  retention targets
• Possess
  a current and unrestricted driver’s licence
• Have a
  passion for building and developing your Financial Planning career

Your Skills:

• Degree
  in Finance, Business, Commerce or a related discipline from a recognised
  Australian tertiary institution or international equivalent (for overseas
  degrees, it must be recognised by the qualification board in NSW)
• Diploma
  of Financial Services, Financial Planning giving you RG146 Compliance in
  the following: (Generic Knowledge, Securities, Managed Investments, Life
  Insurance, Superannuation, Financial Planning and Skills)
• Demonstrated
  negotiation skills
• Ability
  to engage with customers and maintain successful long term relationships
• Strong
  business acumen
• A good
  understanding of factors currently affecting the financial services
  industry

Please note that
this role may be filled prior to the advertised end date.

Apply NOW by
clicking on the attached link.

Commonwealth Bank is
an Equal Opportunity Employer. With access to a range of financial planning
tools and resources (including technical services, research support,
paraplanning, compliance and professional development training) you will be
supported and encouraged to meet your career goals. A competitive remuneration
and benefits package will be offered to the successful candidate.

CommBank supports
RecruitAbility, a scheme designed to ensure that candidates who have a
disability and meet the minimum requirements of the role they apply for are
provided with the opportunity to be interviewed for that role. The aim of the
scheme is to increase accessibility of employment opportunities for candidates
with a disability and to support objectives of our Accessibility and Inclusion
Plan.

If you confirm in
your application form that you would like to participate in this initiative, have
a disability and meet the minimum requirements of the role, a recruiter
from CommBank will contact you after your application has been submitted to
discuss your participation in the RecruitAbility Scheme.

Special
Conditions apply – Employment
will be within Commonwealth Financial Planning, a division of the CBA, and will
be subject to conditions of a Colonial Employment Agreement. Offers of
employment are subject to the satisfactory completion of appropriate criminal
history, bankruptcy, pre-employment medical and background checks