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CTBC Financial Holding · Taipei

# 個金_儲備理財規劃師 FP

Taipei Full-time 

Listed on CTBC Financial Holding’s official careers site. Posted January 13, 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_JR6271-1)

[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

## Job description

中國信託商業銀行 Your Career Our Future 【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。 3.3年金融相關工作經驗。 4.具金融相關證照。 【工作內容】 1.6個月專屬培訓制度，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。 2.前半年先在南港總行培訓，通過專業檢測後分發區域(視意願及人力缺口安排) 。

## At a glance
- Posted by the employer: Jan 13, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 279 days
- Location: Taipei
- Employment type: Full-time[Apply on CTBC Financial Holding’s careers site →](https://ctbcholding.wd3.myworkdayjobs.com/External/job/Taipei/--FP_JR6271-1)

## 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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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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