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CTBC Financial Holding · Taipei

# 個金_理財規劃師FP(全台)

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted December 3, 2025. 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--_JR5882)

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

## Job description

中國信託商業銀行 Your Career Our Future 【工作內容】
- 提供高資產客戶市場分析、投資策略、保險規劃等專業諮詢服務。
- 理專銷售諮詢與支援。
- 支援行內相關訓練及行銷活動。 【資格條件】 ．工作經歷要求：5年以上工作經驗 ．學歷要求：碩士, 大學, 專科 ．科系要求：商業及管理學科類 ．語文條件：不拘 【職缺資訊】 ．薪資待遇：面議（經常性薪資達4萬元或以上） ．職務屬性：全職 ．上班時段：日班,08:50~17:30 ．休假制度：週休二日 ．工作地點：台北市南港區依公司指派 ．可上班日：一個月內 ．需求人數：1 ~ 2 ．管理責任：無 ．出差外派：無須出差 【其他條件】
- 大學(含)以上商學相關科系畢業。
- 金融投資或保險諮詢相關工作經驗5年以上。
- 具人身保險、信託、證券業務員、證券投資分析人員、投信投顧等相關證照尤佳。
- 具良好的說服與溝通技巧。

## At a glance
- Posted by the employer: Dec 3, 2025
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 320 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/-FP--_JR5882)

## More jobs at CTBC Financial Holding

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

Taipei

### [(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/)

Taipei

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

Taipei

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

Taipei

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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