Financial Adviser - Canberra: Mentored Growth

JD Group; South Canberra; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Mentoring and professional development

Access to an established client base

Job summary

JD Wealth, part of the JD Group, is seeking a Financial Adviser or Provisional Financial Adviser to join our Canberra-based team. You will benefit from mentoring and professional growth as you work with an established portfolio and grow your own client relationships.

The role emphasizes building trusted client relationships, delivering tailored financial strategies, and working with a collaborative, technology-enabled team to achieve outstanding outcomes.

Qualifications

• Qualifications aligned with current financial adviser education requirements.
• Strong communication and relationship-building skills.
• Commitment to professional development and ethical standards.

Responsibilities

• Build trusted relationships with clients and support them in achieving their financial goals.
• Develop and implement tailored financial advice strategies.
• Conduct client meetings, annual reviews and strategy discussions.
• Prepare and present advice documentation, including Statements of Advice and Records of Advice.
• Provide advice across wealth creation and investment planning, superannuation and retirement planning, cashflow and debt management.
• Work collaboratively with client service and adviser team members to deliver exceptional client outcomes.
• Maintain high professional, ethical and compliance standards.

Skills

Strong communication

Relationship building

Client service

Team collaboration

Education

Financial adviser education requirements

Job description

JD Wealth, part of the JD Group, is seeking a Financial Adviser or Provisional Financial Adviser to join our Canberra-based team. You will benefit from mentoring and professional growth as you work with an established portfolio and grow your own client relationships.

The role emphasizes building trusted client relationships, delivering tailored financial strategies, and working with a collaborative, technology-enabled team to achieve outstanding outcomes.