Commercial Financial Planner - Bendigo / Mildura / Swan Hil

Location: Melbourne, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$75000 - AU$90000 per annum + Super
REF: BBBH94742_1503990075

The Client


My client is a Big 4 bank and one of the largest financial institutions in Australia. They are committed to attracting and retaining the highest quality talent and strive to create a culture where teams and individuals are rewarded for excellence. They have a diverse workforce, are committed to offering flexible work hours and offer numerous opportunities for professional growth.


As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated financial planner based in the Bendigo, Mildura and Swan Hill region. As well as working for an employer of choice who offer a fantastic salary and benefits package, you will receive warm referrals putting you on an immediate path for success.


The Role

  • Conduct needs based customer interviews and provide solutions and recommendations based on customer need and objectives.
  • Source new and service existing customers from Bank referral sources.
  • Provide tailored financial planning advice to new and existing customers (Risk Protection and Investments - Managed funds, Superannuation, Bonds, Mortgage Funds etc.).
  • Adherence to compliance requirements and industry best practice.


The Candidate

Successful candidates will have:

  • Completed their Advanced Diploma of Financial Planning or equivalent.
  • RG146 compliance.
  • Demonstrated sales skills with a proven track record of achieving sales targets, ideally gained within the financial services industry.
  • Strong networking and client management skills.
  • High-level communication skills, both written and verbal.


If you would like to be considered for the role, please apply via this website and I will provide feedback on your application as soon as possible.

Julian Soames

Senior Consultant - Banking and Financial Services