Financial Planner (Melbourne CBD) with fluent Mandarin

Location: Melbourne
Job Type: Full time
Salary:
Reference: 40027639_14072018

We currently have a vacancy in our Melbourne CBD Advice team following the recent internal promotion of a highly successful financial planner in our business. The outgoing adviser has developed very strong and beneficial internal relationships and has been partnering effectively with our Asian client base in Chinatown, as well as an additional CBD location.

As a result, we are now seeking an experienced adviser with fluent Mandarin language skills and a proven track record of working with and developing new business with Asian customers, to continue the great work in this location. The incumbent will inherit exceptional referral partner relationships and will benefit from supporting a customer base with a strong affinity to our brand.

Do work that matters

As a financial planner at CommBank, your purpose is to provide quality advice to Australians and help them achieve their lifestyle dreams and financial goals. You’re the type of planner that loves to utilise their comprehensive financial knowledge to provide an exceptional customer experience. You understand that by helping our customers make good decisions, we are making a difference in not only their lives, but also for their families and the community.

See yourself in our team

In this role, you’ll utilise your exceptional engagement skillset to create a memorable financial planning experience for your customers and in doing so build and maintain quality relationships. You’ll partner closely with branch staff to coach them on the advice process and how to identify financial planning opportunities.

You’ll receive ongoing support from our industry leading Licensee Services team who will help you to deliver on your promises to your customers. This support combined with your positive attitude, market leading technology and our strong focus on investing in your professional development will ensure your success in the role.

We work in a highly regulated field, and we take the responsibility of planners at CommBank very seriously, so there are a few mandatory requirements for your application.

Essential qualifications:

Commonwealth Financial Planning have won the CoreData Licensee of the year award two years in a row (2017 and 2018).