Spécialiste planification financière H/F — Raiffeisen

Full description

17.09.2026 Assens

Be part of our team!

A flourishing and dynamic establishment, Banque Raiffeisen d'Assens covers a wide area of activity and enjoys a strong local anchor thanks to its agencies located in Goumoens-la-Ville, Cheseaux, Crissier and Renens, thus offering it many opportunities for the deployment of its activities. To complete our team, we are looking for an autonomous personality, oriented towards the customer and the market, for a start on 1 October 2026 (or to be agreed). This function will require travel between our different outlets.

What are you waiting for?

• Establishment of financial planning and asset analysis, as well as support for counselling in provision of pensions, taxation and insurance for natural persons and entrepreneurs.
• Support to collaborators in the organization and animation of customer events, as well as the conduct of training with members of our in-house staff.
• Support our teams in identifying needs and implementing foresight solutions, during customer rdv.
• Internal Financial Planning Reference Interlocutor.

What are you bringing?

• You are entitled to a federal certificate of financial planner or equivalent training.
• You have several years of experience in financial planning, foresight and taxation. Ideally in banking.
• You have a strong customer orientation and a good spirit of initiative.
• You demonstrate good sales and negotiation skills.

Put your expertise at the centre of a personalized advice with high added value. David Favre Member of management Why Raiffeisen?

We work in a friendly environment

Co-operative values are our pillars. Together. For each other. They shape how we work together and behave toward each other. The culture of mentoring promotes personal proximity and exchanges on an equal footing at all levels of function.

We offer the possibility to buy additional weeks of vacation

In addition to the usual holidays, our employees can take up to two additional weeks of vacation per year.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create a space for the professional and personal development of each individual and support our employees in a targeted manner, through a wide range of in-house training and participation in external development costs. We leave room for personal initiative and make sense of our work We invite our employees to actively shape their work and assume responsibilities. The result is a variety of tasks that create real added value – for all people who want to move things.

"Working and living healthy" becomes a real program

Through our global "Working and Living Healthy" approach, we help our employees find – and maintain – a healthy balance between work and privacy.

Want to know more about us?

Raiffeisen Bank of Assens Career

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