Financial Planner (m/f/d)

Financial Planner (m/f/d)

Raiffeisen is establishing a Financial Planning Center of Excellence in the Basel-Fricktal region, which will support banks in anchoring and implementing retirement planning and financial planning topics.

For the regional Center of Excellence, we are looking for a proactive and flexible personality as a Financial Planner (m/f/d), who will work on-site at the banks, starting January 1, 2027, or by arrangement.

Financial Planner (m/f/d)

What awaits you?

• Establishment, design, and coordination of the new Raiffeisen Center of Excellence in the Basel-Fricktal region
• Support banks on-site in the internal and external anchoring of financial planning and retirement planning topics
• Execution of financial plans according to the banks' mandate (consulting and plan creation)
• Training of employees and organization of events
• The Center of Excellence comprises the cooperative banks Basel, Liestal Oberbaselbiet, and Laufenburg

What do you bring?

• Completed further education as a Financial Planner or comparable education/further training
• Several years of experience in comprehensive customer consulting and financial planning
• Flexible and independent personality with an entrepreneurial spirit and a passion for establishing the regional Raiffeisen Center of Excellence
• Experience in sales and marketing
• Very good German language skills are required, Austrian knowledge is an advantage
• Willingness to travel within the Basel-Fricktal region

We offer flexible working models

The work-life balance of our employees is important to us. That's why we create the conditions for flexible working hours – with offers for mobile working, home office, and part-time positions.

We foster a family-like environment

Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and our interaction with one another. The informal 'Du' culture creates personal closeness and equality across all hierarchical levels.

We live diversity and equal opportunities

We promote diverse perspectives, experiences, and competencies within our teams. This diversity makes us special and contributes significantly to our success.

We offer collective success participation instead of individual bonuses

We emphasize collective performance. Therefore, we have collective success participation instead of individual bonus payments. This promotes a healthy corporate culture where overarching goals are pursued together.

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 range of internal educational offerings and cost sharing for external further training.

We make 'healthy living & working' our program

With our holistic 'healthy living & working' program, we support our employees in finding and maintaining a healthy balance between work and private life in the long term.

Do you have questions?

For content-related questions about the position:

Gumbatshang
Head of Wealth and Retirement Planning Advice

For questions about the application process:

Wollfart
Recruiting Partner

About us

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