Financial Adviser | Provisional Financial Adviser

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

Financial Adviser | Provisional Financial Adviser

At JD Wealth, we believe great advice changes lives.

As part of the broader JD Group, we work alongside accounting, lending, insurance and other specialist professionals to deliver holistic solutions that help clients make informed financial decisions and achieve their long‑term goals.

Through our close relationship with MGI Joyce | Dickson, we support a diverse range of clients, including professionals, families, retirees, business owners and high-net-worth individuals. This provides our team with exposure to a broad range of financial planning opportunities and client needs.

We are a growing, client‑focused advice business committed to building meaningful relationships, delivering exceptional client outcomes, and creating a workplace where great people can develop successful and rewarding careers.

The Opportunity

We are seeking a Financial Adviser or Provisional Financial Adviser to join our growing Canberra‑based team.

Whether you are early in your advice career and looking for mentoring and support, or an experienced adviser seeking a long‑term opportunity with career growth and client ownership, we would love to hear from you.

The successful candidate will be introduced to an established portfolio of existing clients while also having the opportunity to grow their own client relationships over time.

You’ll be supported by an experienced team, strong referral relationships, modern technology and a collaborative culture that enables you to focus on delivering outstanding advice.

Key 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 areas such as:

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

About You

We are open to candidates at different stages of their advice career. You may be:

A Provisional Financial Adviser completing or preparing to undertake your Professional Year

An Associate Adviser looking to take the next step into an adviser role

An Authorised Financial Adviser seeking a new opportunity within a growing practice

To be successful, you will ideally have:

Qualifications aligned with current financial adviser education requirements

Strong communication and relationship‑building skills

A genuine passion for helping clients achieve better financial outcomes

Excellent organisational and time management abilities

High attention to detail and professionalism

A proactive approach to learning and professional development

The ability to work collaboratively within a high‑performing team environment

Why Join JD Wealth?

Clear career progression and long‑term growth opportunities

Mentoring and support from experienced advisers

Professional Year support and development pathways where applicable

Access to an established client base and referral opportunities

Exposure to a broad and diverse client demographic

Modern systems and technology focused on enhancing both client and staff experience

Many clients already utilising leading investment and administration platforms

Fin365 CRM and contemporary advice processes

A supportive, collaborative and down‑to‑earth team culture

Competitive remuneration aligned to experience and capability