Wünnewil-Flamatt
Financial Planner (m/f/d)
- 07 September 2026
- 70 – 100%
- Permanent position
- German (Fluent)
About the job
The Raiffeisenbank Sensetal Freiburg-Ost is one of the largest Raiffeisen banks in Switzerland. With 116 employees, including 10 apprentices, we are an attractive employer with strong regional roots. We foster a partnership-based corporate culture characterised by dialogue, fairness, and social responsibility. The Swiss Employer Award confirms this commitment and makes us proud. As an innovative cooperative bank, we have consistently developed into an advisory bank over recent years. We actively seek encounters with people and realise our customers' dreams.For our successful, modern bank, we are looking to strengthen our team with an independent, committed, and service-oriented individual as
Financial Planner (m/f/d) 70 - 100 %
Financial Planner (m/f/d)
What can you expect?
- You support our main customer advisors in providing pension, financial, and retirement planning services for private clients.
- You independently conduct financial, pension, and retirement consultations and assist customers with questions regarding power of attorney for pensions and advance directives.
- You analyse the financial and personal life situation of our customers and develop needs-based solutions with clear customer benefits.
- You create individual financial and pension plans using modern expert tools.
- You collaborate with internal and external specialists on complex estate and retirement matters and take on coordination responsibilities.
- Together with the main customer advisors, you ensure first-class customer service, identify potential, and actively contribute to the further development of the retirement business.
- You represent the bank at customer events and professional occasions in the region, strengthening our market presence.
What do you bring?
- Qualification as a financial planner with a federal diploma or an equivalent education.
- Several years of experience in financial and pension planning as well as a solid banking education.
- High customer orientation and strong advisory and negotiation skills.
- High personal responsibility combined with a proactive, structured, and independent working style.
- Convincing communication and social skills as well as an authentic appearance.
- French language skills are an advantage.
- Regional roots and an existing network are a plus.
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and how we interact. The informal "du" culture creates personal closeness and equality across all levels.
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 specifically – with a diverse internal training offer and a cost contribution for external further education.
We offer flexible working models
The work-life balance of our employees is important to us. Therefore, we create the conditions for flexible working hours – with options for mobile working, home office, and part-time positions.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages with bank products, various discounts with third parties, and above-average retirement provisions.
Do you have questions?
For content-related questions about the position:
Alain D'Agostino
Head of Pension and Retirement Planning
+41 26 495 91 35
For questions about the application process:
Philippe Frey
HR Staff
hr.sfo@raiffeisen.ch
We look forward to receiving your online application
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