Financial Planner (w/m/d)

Raiffeisenbank Cham-Steinhausen is a successful, locally oriented and innovative bank with branches in Cham, Steinhausen and Mettmenstetten. To strengthen our financial planning team, we are looking for an engaged and service-oriented personality as a Financial Planner 80%-100% (w/m/d) immediately or by arrangement.

Financial Planner (w/m/d)

What awaits you?

• You accompany our customers in important decisions regarding pension, retirement, assets and estate.
• You develop individual financial plans and develop solutions that suit the personal goals and life situations of our clientele.
• You actively contribute your expertise to our financial planning team and help shape the further development of our service.
• You support our customer advisors with complex issues and strengthen the anchoring of financial planning in the bank.
• You appear as a competent specialist at customer events and training sessions.
• You recognize advisory and development potential and make an important contribution to the success of our pension and financial planning business.

What do you bring with you?

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

We provide space for initiative and co-creation

We invite our employees to actively help shape their work and take on responsibility. This creates diverse tasks that create real added value – for all those who want to make a difference.

We maintain a family-like environment

The cooperative values are our cornerstones: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture creates personal closeness and equality across all functional levels.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a diverse internal educational offering as well as a cost contribution for external further training.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties as well as above-average retirement provisions.

Do you have questions?

For content-related questions about the position:

Pius Vogel
Leiter Markt
+41 (41) 7850551

For questions about the application process:

Claudia Luthiger
Führungsunterstützung
+41 (41) 7850577

We look forward to your online application

About us

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