Financial Advisor

Advice2Talent; Canberra; On-site; AUD 115,000 - 155,000; Full time

Benefits offered by this job

No cold calling

Mentoring from Principal Adviser

Paraplanning & admin support

Career growth opportunity

Job summary

Advice2Talent in Canberra is seeking an experienced Financial Adviser to provide holistic financial advice to an established client base. You will develop tailored strategies, conduct client meetings, and build long-term relationships across retirement planning, superannuation and wealth management.

Join a growing practice with strong professional support, dedicated paraplanning, and administration assistance.

Qualifications

• Qualified Financial Adviser with authorisation or ability to become authorised.
• Progress through Professional Year encouraged and welcome for applicants.
• Kaplan Advanced Graduate Diploma of Financial Planning is advantageous.

Responsibilities

• Conduct client meetings and develop tailored strategic advice.
• Manage ongoing reviews and monitor client outcomes.
• Identify opportunities to improve client outcomes and service delivery.
• Build long-term client relationships across retirement planning, superannuation and wealth management.

Skills

Communication skills

Relationship building

Client-focused

Retirement planning

Superannuation

Defined benefit schemes

Education

Kaplan Advanced Graduate Diploma of Financial Planning

Financial Adviser qualifications and authorisation

Professional Year completion

Job description

Relocate to Canberra—where your next career opportunity awaits! Join a growing financial planning practice with an established client base and strong professional support.

Are you a Financial Adviser looking for an opportunity to focus on what matters most, delivering quality advice and helping clients achieve their financial goals?

We are seeking an experienced Financial Adviser to join a growing financial planning practice based in Canberra. This is an exciting opportunity to step into a role with an established client base, strong referral network, and the support required to provide exceptional advice without the pressure of building a client base from scratch.

About the role:

You will work closely with clients to provide holistic financial advice, develop tailored strategies, and build long-term relationships across areas including:

• Superannuation and defined benefit schemes
• Wealth creation and investment strategies
• Pension and retirement income planning

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 Adviser 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: $135K + 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 supportDirect 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.