Financial Planner (m/f)

About the job

A stands not only for AKB, but for all those who work at the most attractive Amployer in the canton of Aargau in an open and diverse Atmosphere. Although numbers are important to us, you are not just a personnel number here. We offer you an interesting role with appreciation for your personality.

Within AKB as well as during the application process, we maintain a respectful and appreciative culture of addressing each other informally. Dare to address us informally.

What to expect

• In customer meetings, you take advantage of the sales opportunities presented to you.
• You are the point of contact for specialist questions for our customer advisors.

What you bring

• You have completed advanced training in the field of financial planning (e.g. Financial Planner with federal diploma, federally certified financial planning expert, MAS Financial Consulting, SME financial expert).
• You have preferably applied your financial planning knowledge in practice over recent years and demonstrated your expertise.
• A confident written and oral style of expression is one of your qualities.
• Good user skills in Word and Excel are expected; knowledge of the financial planning system Allfina would be an additional benefit.
• As you will attend customer appointments in various regions of the Aargau Cantonal Bank, a category B driving licence is essential.
• You enjoy working in a team and at the same time have an independent and solution-oriented working style.