Senior Financial Planner (f/m/d)

Become part of our team!

Raiffeisenbank Region Glatt is a successful, locally oriented and innovative bank with branches in Wallisellen, Bassersdorf and Effretikon. To strengthen our financial planning team, we are looking for a committed and service-oriented personality as a Senior Financial Planner 80%-100% (f/m/d) as of 1 January 2027 or by arrangement.

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What awaits you? ##

• You advise customers on sophisticated issues regarding retirement, pension provision, property and inheritance law as well as wealth structuring.
• You develop individual and needs-based solutions, taking into account the personal goals and life situations of our clientele.
• You actively help shape the future of our financial planning business and contribute your ideas for further development.
• You support our customer advisors on pension topics and use your specialist expertise in a targeted manner.
• You organize and conduct customer events, specialist lectures and internal training sessions.

What do you bring with you? ##

• You have several years of experience in financial and pension planning.
• You have completed further training as a Financial Planner with a federal diploma (eidg. Fachausweis) and ideally possess further qualifications, for example as CFP®, MAS Financial Consulting or comparable further training.
• You work independently, in a structured and goal-oriented manner and convince through your strong customer and team orientation.
• You possess profound knowledge in the areas of pension provision, taxes, property and inheritance law as well as in banking and insurance products.
• You have experience with Allfina/Logismata or comparable financial planning software.