Financial Planner, Financial Planner (a)

Financial Planner, Financial Planner (a) A does not only stand for AKB, but for everyone who works at the most attractive employer in the Canton of Aargau in an open-minded and diverse work environment. Although numbers are important to us, you are not a personnel number with us. We offer you an interesting activity with appreciation for your personality. Within AKB as well as in the application process, we maintain an appreciative and respectful "Du" culture. Dare to address us using "Du". What awaits you You mainly develop and control comprehensive financial/pension planning and provision analyses. In customer discussions, you utilize the sales opportunity offered to you. For our customer advisors, you are the contact point for specialist questions. What you bring with you You have completed higher vocational training in the field of financial planning (e.g., Financial Planner with federal diploma, federal diploma financial planning expert, MAS Financial Consulting, SME financial expert). Ideally, you have been able to apply your knowledge in financial planning in practice over the last few years and thereby prove your professional competence. A stylistically confident written and oral manner of expression is one of your quality characteristics. Good user knowledge in Word and Excel is required; knowledge of the financial planning system Allfina would be an additional benefit. Since you will be attending customer appointments in various regions of Aargauische Kantonalbank, a Category B driver's license is indispensable. You enjoy working in a team and at the same time possess an independent and solution-oriented way of working. jpidad030fajm jit0833jm jiy26jm