Financial Planner
Core
Provide financial and investment planning and advice to help customers achieve their financial goals through the sale of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Managed products and services (mutual funds, retirement savings plans) and personal/commercial banking solutions
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning, investment strategy, needs assessment, business development, relationship management, regulatory compliance, data analysis
Preferred skills
Advanced financial industry knowledge, creative problem solving, risk management
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Proactively engage with customers to identify opportunities, implement business development strategies, develop relationship management plans, respond to investment requests, analyze data for insights, maintain knowledge of investment products, work across multiple branches/channels, protect bank assets and comply with regulations
Seniority
Mid-level, independent contributor
