Senior Finanzplaner/in (w/m/d) — Raiffeisen
- Location
- Wallisellen
- Contract
- Full-time
- Posted
- 22 days ago
Full description
08.10.2026 Valais
Become part of our team!
The Raiffeisenbank Region Glatt is a successful, locally oriented and innovative bank with offices in Wallisellen, Bassersdorf and Effretikon. To strengthen our financial planning team, we are looking for 1. January 2027 or by agreement a dedicated and service-oriented personality as a Senior Financial Planner 80%-100% (m/f/d).
What awaits you?
- You advise customers on challenging issues relating to retirement, pension provision, property and inheritance law and asset structuring.
- You develop individual and needs-based solutions taking into account the personal goals and life situations of our customers.
- You actively shape the future of our financial planning business and contribute your ideas for further development.
- You support our customer advisors in preventive care issues and use your expertise specifically.
- You organize and lead customer events, specialist presentations and internal training courses.
What do you bring?
- You have several years of experience in financial and pension planning.
- You have the further education as a financial planner with eidg. Professional certificate completed and ideally has further qualifications, for example as CFP®, MAS Financial Consulting or comparable further education.
- You work independently, structured and goal-oriented and convince through your strong customer and team orientation.
- You have in-depth knowledge in the areas of pensions, taxes, property and inheritance law as well as in banking and insurance products.
- You have experience with Allfina/Logismata or comparable financial planning software.
The best financial planning arises where expertise meets personal advice. If you enjoy holistically accompanying customers in the most important financial decisions of their lives and actively shaping the future of our financial planning business, I look forward to meeting you. Celina Huwiler Financial planner 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.
Would you like to know more about us?
Raiffeisenbank Region Glatt 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 Wallisellen is CHF 101'500 - 154'000 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich'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.
