–
Inner Brisbane West

Commonwealth
Financial Planning is one of Australia’s largest and best resourced financial
planning businesses. Our aim is to provide clients with Quality Advice, and to
build and maintain long-term relationships with them. We offer an extensive
choice of leading investments managed by some of Australia’s and the world’s
leading financial institutions.

Our Advisers are
professionals with a solid understanding of investment and financial planning.
All our financial planners participa
te in regular training to keep up-to-date
with legislation, industry changes, new investment strategies and product
changes or enhancements.

Why join
Commonwealth Financial Planning:

• The
  business is genuinely committed to ensuring a positive advice experience
  for clients
• An
  inclusive culture which encourages an open environment, with the
  willingness to share ideas and support colleagues
• The
  business has undergone extensive change to meet regulatory requirements
  and position us as a leader for future growth.
• Ongoing
  dedication and commitment to innovative projects ensures consistent
  development of market leading technology to better support advisers
• The
  remuneration plan recognises and rewards financial activity as well as
  ethical behaviours and is designed to benefit our planners, the business
  and, most importantly, our clients
• Training
  and ongoing professional development encourages your career growth and
  gives employees access to an extensive range of opportunities group wide

As a financial
planner you will:

• Support
  your clients to help identify and meet their financial goals and dreams
• Understand
  your client’s immediate needs, long term objectives and level of comfort
  with risk
• Provide
  specific advice that is tailored to ensure it is always in the best
  interest of the client
• Engage
  and coach stakeholders to identify potential clients who require financial
  advice
• Be
  driven to offer value add activities in order to achieve and exceed key
  performance indicators
• Build
  effective and long term relationships with key business partners, both
  internal and external
• Be
  passionate about building and developing your Financial Planning career
  with the CBA group in line with our corporate values
• Possess
  a current and unrestricted driver’s licence

In order to apply
for this position, the following requirements are mandatory:

• Degree
  in Finance, Business, Commerce or a related discipline from a recognised
  Australian tertiary institution or international equivalent AND;

• 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) is essential.

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.

For more
information please contact Emma Casale on 0428 204 258.

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