Retirement Income Planner

National Bank; Bathurst; On-site; AUD 87,000 - 112,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

National Bank is seeking a Retirement Strategy Advisor to develop personalised retirement plans, optimise withdrawal income, and guide clients through complex financial strategies. You will work with financial planners and investment specialists to provide a cohesive client experience.

The role emphasizes clear communication, adherence to regulatory standards, and contributing to team knowledge through sharing retirement expertise.

Qualifications

• Bachelor’s degree in finance, financial planning, administration or related field.
• Significant experience in financial planning, wealth management, retirement strategies or advisory services.
• Microprogram in Financial Planning required or in the process of obtaining.
• Financial Planner designation (PL) or progress towards obtaining the title.
• Solid knowledge of investment products, registered plans and withdrawal strategies.

Responsibilities

• Carry out financial and withdrawal analyses to optimise retirement income.
• Advise clients on sources of retirement income, withdrawal strategies and related tax issues.
• Identify optimisation opportunities and recommend strategies for clients’ overall situation.
• Collaborate with financial planners, banking advisors and investment specialists for an integrated client experience.
• Lead information meetings, workshops or presentations on retirement planning.

Skills

Financial planning

Wealth management

Retirement strategies

Client advisory

Communication

Education

Bachelor’s degree in finance or related field

Financial Planning designation (PL) or in progress

Job description

National Bank is seeking a Retirement Strategy Advisor to develop personalised retirement plans, optimise withdrawal income, and guide clients through complex financial strategies. You will work with financial planners and investment specialists to provide a cohesive client experience.

The role emphasizes clear communication, adherence to regulatory standards, and contributing to team knowledge through sharing retirement expertise.