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CTBC Financial Holding · Taipei

# 個金_儲備理財規劃師 FP Program

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted October 6, 2026. Check that it is still open and apply there.
[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-FP_JR3684)

[OpenNash Jobs](https://jobs.opennash.com/) / [CTBC Financial Holding](https://jobs.opennash.com/companies/ctbc-financial-holding/) / 個金_儲備理財規劃師 FP Program

## Job description

中國信託商業銀行 Your Career Our Future 【儲備理財規劃師FP(Financial Planner)職缺簡介】 陪同理財專員並扮演第三方專業意見的顧問角色，結合市場趨勢分析、客戶理財需求分析、投資/保險規劃策略、以及整合性家庭財富管理等專業知識，提供客戶金融專業諮詢服務。 【計畫培訓內容】
- Advisory理財規劃策略應用(包含投資及保險規劃)
- 總體經濟、市場、產業及匯率分析
- 金融商品專業實務應用
- 分行實地陪訪及訓練實習
- 財富管理及專案實作 【資格條件】 1.財金、商學、財工或相關科系碩士以上學歷佳 2.具問題解決能力、溝通表達能力、擅團隊合作及自我學習成長 3.1~3年金融相關工作經驗者尤佳 4.具金融相關證照者優先考量 【收件截止】 即日起至2025/5/2 【報到日期】 2025/7/1 ※立即 報名全台各地 / 線上說明會，了解此職缺豐富內容： [https://www.surveycake.com/s/0z460](https://www.surveycake.com/s/0z460) ※更多資訊說明： [https://www.ctbcholding.com/content/twhoo/zh_tw/Careers/FP/FP_intro.htm](https://www.ctbcholding.com/content/twhoo/zh_tw/Careers/FP/FP_intro.htm)

## At a glance
- Posted by the employer: Oct 6, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 13 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-FP_JR3684)

## More jobs at CTBC Financial Holding

### [(公益)行銷企劃人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/618fe4e5afc0b2efe140/)

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### [(台北)客服實習生_個金(未提供實習學分)](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/ab07a6e951d62c06072e/)

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### [(子)作業規劃人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/b48224ff71ffe0d92ae7/)

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### [(子)保單作業人員](https://jobs.opennash.com/companies/ctbc-financial-holding/jobs/903c4647052cc5a820fe/)

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