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Financial Planner - Toowoomba - QLD

  • Servicing Toowoomba, Warwick, Dalby, Kingaroy
  • Get amongst our high performing team
  • Proven relationship building skills in the rural market


NAB Financial planning has established a solid reputation for providing quality professional advice.

A career with NAB Financial Planning is, therefore, much more than just being an adviser - it is about building and sustaining lasting valued relationships with our customers.

Our team structure and business model ensures that, at every stage of your career, you have opportunities for personal growth.


Located with the branch network and the existing Financial Planning team, you will have an excellent support network that includes; paraplanning, compliance, research, referral and technical resources. We offer competitive salaries, uncapped bonus incentives plus the training and support you need to establish a rewarding career in this dynamic industry.


Our high performing Darling Downs team is looking for a quality candidate who can continue to build on the team's momentum to ensure the overall team success. This candidate will have great communication, networking and time management skills. You'll provide full financial planning, superannuation, insurance and succession planning advice services. In return, your dedicated Practice Development Manager will provide coaching and leadership to complement your strong relationship building skills to drive quality referrals from our Branch Bankers.


You'll have completed, or be close to completing, your Advanced Diploma of Financial Services (Financial Planning) qualification or equivalent and possess solid planning experience demonstrating a proven sales ability. Completed (or near completed) tertiary qualifications in Business or simliar discipline are essential. You will also be experienced in preparing complex SOAs using Visiplan or similar financial planning software.

 
Job Summary
Category
Financial Planner (Retail)
Reference
650155
Location
QLD Other
Job Type
Full Time
Salary
Salary Not Specified
NAB Financial Planning

Level 2, 800 Bourke Street

Docklands VIC 3008

Phone: 03 8634 8883

www.nab.com.au/careers

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