Finanzplaner:in — Raiffeisen
- Location
- Frick
- Contract
- Full-time
- Posted
- 94 days ago
Full description
04.08.2026 Frick
Become part of our team!
For Raiffeisenbank Regio Frick-Mettauertal, a successful, locally oriented and innovative bank with offices in Eiken, Gipf-Oberfrick, Herznach, Gansingen and Stein, we are looking for an independent, committed and service-oriented personality as a financial planner to strengthen our team: in 80% - 100% (m/f/d).
What awaits you?
- Conducting initial meetings: Holistic and customer-centred 360-degree needs analysis to identify financial customer needs and maximize customer potential
- Development of needs-based solutions that include individual needs, goals, wishes and life situations of customers
- Competent and holistic financial planning in compliance with the strategic objectives and regulatory requirements of the bank
- Cooperation and planning of target group-specific market development measures, in particular during campaigns, meetings, events and representative tasks
- Proactive support of our customer advisors: Support in customer book planning and discovery of new potential
What do you bring?
- Banking specialist training with higher further education and degree as a financial planner:in with federal professional certificate, MAS in Financial Consulting (CFP) or federal degree. Financial plan expert NDS HF
- Several years of experience in financial and pension planning, preferably also financial planning for entrepreneurs:
- Ideally experience with the financial planning software Allfina/Logismata
- Motivation to successfully develop the financial and pension planning department into the future together with the team
- Teamwork and entrepreneurial thinking with strong customer orientation, negotiating skills, communication skills and a secure appearance
With high professionalism create long-term added value. Tamara Hasler Team Leader Financial Planning Why Raiffeisen?
We maintain a family environment
Cooperative values are our fundamental pillars: togetherness. For each other. They shape our cooperation and our interaction with each other. The Du culture creates personal closeness and eye level across all functional levels.
We live diversity and equal opportunities
We promote the different perspectives, experiences and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.
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 wide range of internal training opportunities and a cost share for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages in banking products, various purchase discounts at third parties and an above-average retirement provision.
Now it is your turn!
Send us your CV, your certificates and proof of your education and training. Answer the following three questions. A letter of motivation? You can save yourself that.
- What successes make you ready for this challenge?
- What framework conditions do you need to create big things?
- What is not in your CV, but is exciting for us?
Would you like to know more about us?
Raiffeisenbank Regio Frick-Mettauertal Career
- Raiffeisen Jobbörse
Questions about this listing
What salary does Raiffeisen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Frick is CHF 62'000 - 94'000 gross per year — an estimate, not a figure communicated by Raiffeisen. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Raiffeisen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Raiffeisen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Aargau?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Aargau's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Aargau's cantonal migration office or with HR during the application.
How do I apply for this position at Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at raiffeisen.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
