Do work that matters
As a Senior 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 proven financial planning expertise to provide tailored advice solutions for both retail and business customers. Your demonstrated engagement skillset will help understand the specific needs of a broad range of clients. You will be strongly motivated by the challenge of complex customer portfolios and will thrive on developing long term relationships with customers and internal stakeholders.
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 values, our market leading technology and a 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:
Commonwealth Financial Planning have won the CoreData Licensee of the year award two years in a row (2017 and 2018).