Financial Adviser

CareerBank; Canberra; On-site; AUD 140,000 - 170,000; Full time

Benefits offered by this job

Paraplanning support

Mentoring from Principal Adviser

Career growth opportunities

Job summary

CareerBank in Australia is seeking an experienced Financial Planner to join our growing practice. You will conduct client meetings, prepare strategic advice, and manage ongoing reviews to deliver tailored retirement, superannuation and wealth solutions.

The role emphasises high‑quality client outcomes, strong communication to build trust, and opportunities to specialise in retirement planning. Mentoring from an experienced Principal Adviser and dedicated paraplanning support are provided, with

Qualifications

• Experienced Financial Planner with relevant qualifications and authorisation (or the ability to become authorised).
• Well progressed through Professional Year and working towards full qualification.
• All required academic qualifications including the Financial Adviser Exam.
• Strong communication skills to build trust and rapport with clients.
• Passionate about delivering high‑quality advice and positive client outcomes.
• Experience in retirement planning and superannuation is highly regarded.
• Experience with defined benefit superannuation schemes is advantageous, but not essential.

Responsibilities

• Conduct client meetings and prepare strategic advice.
• Manage ongoing reviews and monitor client portfolios.
• Identify opportunities to improve client outcomes and wealth solutions.
• Collaborate with paraplanning and administration for efficient delivery.

Skills

Strong communication

Client rapport

High‑quality advice

Retirement planning experience

Education

Kaplan Advanced Graduate Diploma of Financial Planning

Professional Year program

Australian Financial Planner Authorisation

Tools

Financial advisory compliance

Job description

About the role:

• Retirement planning


• Superannuation and defined benefit schemes


• Wealth creation and investment strategies


• Pension and retirement income planning


• Personal risk insurance

You will be responsible for conducting client meetings, preparing strategic advice, managing ongoing reviews, and identifying opportunities to improve client outcomes.

About you:

• Experienced Financial Planner with relevant qualifications and authorisation (or the ability to become authorised)


• Candidates who are well progressed through their Professional Year and working towards full qualification are encouraged to apply


• Candidates earlier in their Professional Year journey will also be considered if they have passed the Financial Adviser Exam and hold the required academic qualifications (e.g., Kaplan Advanced Graduate Diploma of Financial Planning)


• Strong communication skills with the ability to build trust and rapport with clients


• Passionate about delivering high-quality advice and positive client outcomes


• Experience in retirement planning and superannuation is highly regarded


• Experience with defined benefit superannuation schemes is advantageous, but not essential

What's on offer:

• Salary - $150K + super (negotiable depending on relevant experience and qualifications)


• Established and growing client base with ongoing referral opportunities


• No cold calling, door knocking, or self-generated prospecting requirements


• Dedicated paraplanning and administration support


• Direct mentoring from an experienced Principal Financial Adviser


• Opportunity to specialise in retirement planning, superannuation, and wealth management


• Long-term career growth within a supportive and collaborative advice practice


• If you're ready to take the next step in your advice career and join a practice where you can focus on delivering meaningful outcomes for clients, we'd love to hear from you.

3 Years Experience in working as a Financial Adviser