Winterthur
Financial Planner (m/f/d)
- 16 September 2026
- 80 – 100%
- Permanent position
- German (Basic knowledge)
About the job
Raiffeisenbank Winterthur is a successful pension and investment bank in the city of Winterthur. It operates in an innovative and attractive market area with great potential.To further expand our offering in the area of pension and financial planning, we are expanding our two-person team and are looking immediately or by arrangement for a committed individual who will accompany our clients in the long term with expertise, foresight and enthusiasm.
Financial Planner (m/f/d)
What can you expect?
- You actively shape the future of our financial planning business and drive its further development. Through your commitment, you strengthen our positioning as a competent pension and investment bank.
- You independently prepare pension plans and pension analyses and present understandable and sustainable solution proposals to your clients.
- You actively support the client advisors in acquiring new funds and expanding the investment business. You also support our client advisors in all questions relating to financial planning (including simple inheritance matters).
- You plan, organise and inspire clients at events and specialist occasions and contribute to their success.
What do you bring with you?
- Several years of professional experience in the field of financial and pension planning
- Further training in the field of pension and/or financial planning (e.g. financial planner with a federal diploma)
- High initiative and willingness to perform
- Strong sales-oriented thinking and acting
- Great passion for financial planning and enjoyment in accompanying clients
We provide room for initiative and co-creation
We invite our employees to actively shape their work and take responsibility. This creates varied tasks that generate real added value – for all those who want to make a difference.
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 internal training offer as well as a cost contribution for external further training.
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 levels of function.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages with bank products, various discounts with third parties as well as an above-average pension provision.
Do you have questions?
For content-related questions about the position:
Marcel Eigenmann
Team Leader Financial Planning
+41 52 269 55 23
For questions about the application process:
Lara Russ
HR Manager
+41 52 269 55 06
We look forward to your online application
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