Financial Planner

Canaccord Genuity Australia; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Structured training

Study assistance to support your_prof

Paid parental leave

Employee Assistance Program

Flexible working arrangements

Global organisation access

Diversity and career growth

Job summary

Canaccord Genuity Australia in Melbourne is seeking a motivated Financial Planner to join our Melbourne Wealth Management team. You will work with experienced advisers to develop tailored strategies and deliver high-quality advice across a range of client needs.

You will analyse client circumstances, research solutions and develop advice strategies while contributing to a collaborative, growth-focused team culture. A proactive attitude and progress toward planning qualifications are valued.

Qualifications

• Strong technical capability in financial planning and client-focused advice.
• Experience developing tailored strategies across superannuation, investments and retirement planning.
• Progress toward standard financial planning qualifications is preferred.

Responsibilities

• Develop tailored financial planning strategies for clients.
• Provide technical expertise across superannuation, investments, retirement planning, taxation and wealth transfer.
• Conduct research, analysis and financial modelling to support advice recommendations.
• Prepare and review Statements of Advice and related documentation.
• Partner with advisers to develop solutions for complex client circumstances.
• Maintain understanding of legislative and regulatory developments impacting financial advice.
• Contribute to a collaborative advice process delivering exceptional client outcomes.
• Support the growth of the Melbourne Wealth Management business.

Skills

Financial planning

Analytical thinking

Communication

Problem solving

Attention to detail

Education

Financial planning qualifications or progress toward completion

Tools

Financial modelling

Superannuation knowledge

Investment strategies

Taxation basics

Job description

Build your career with one of Australia's leading Wealth Management businesses.

We're looking for a motivated and technically minded Financial Planner to join our Melbourne Wealth Management team.

This is an exciting opportunity for someone who enjoys solving complex problems, developing sophisticated advice strategies and working alongside experienced advisers to deliver exceptional outcomes for clients. Whether you're an established planner or an emerging professional looking to take the next step in your career, you'll be supported by a highly collaborative team that values initiative, energy and fresh thinking.

As a Financial Planner, you'll work closely with advisers to develop tailored strategies that help clients achieve their financial goals. You'll play an important role in analysing client circumstances, researching solutions and developing advice strategies across a wide range of areas.

Key responsibilities include:

• Developing and modelling tailored financial planning strategies.
• Providing technical expertise across superannuation, investments, retirement planning, taxation and wealth transfer.
• Conducting research, analysis and financial modelling to support advice recommendations.
• Preparing and reviewing Statements of Advice and related documentation.
• Partnering with advisers to develop solutions for complex client circumstances.
• Maintaining a strong understanding of legislative and regulatory developments impacting financial advice.
• Contributing to a collaborative advice process that delivers exceptional outcomes for clients.
• Supporting the continued growth and success of the Melbourne Wealth Management business.

About you:

To be successful in this role, you will be a technically capable and commercially minded Financial Planner who enjoys working with clients and delivering practical, high-quality advice solutions.

You'll ideally bring:

• A genuine passion for financial planning and helping clients achieve better financial outcomes.
• Strong technical knowledge or the desire to further develop your expertise across superannuation, investments, retirement planning and wealth strategies.
• Excellent analytical and problem‑solving skills.
• Strong written and verbal communication skills.
• High attention to detail and the ability to manage competing priorities.
• A proactive, positive attitude and willingness to learn.
• Relevant financial planning qualifications or progress towards completing them.
• The drive to build a long‑term career within a leading Wealth Management business.

Why Join Canaccord Genuity?

At Canaccord Genuity, we're looking for people who are curious, driven and eager to build a long‑term career in Wealth Management.

This isn't just another planning role. It's an opportunity to work alongside some of the industry's most experienced advisers, gain exposure to sophisticated clients and continue building your expertise in a business that genuinely invests in its people.

You'll be given the support, mentoring and development opportunities to accelerate your career while working in a collaborative environment where your contribution is recognised and valued.

Whether your goal is to deepen your technical expertise or continue building your long‑term career within a leading wealth management business, we'll provide the platform and support to help you get there.

As one of Australia's leading Wealth Management and Capital Markets firms, Canaccord Genuity combines the strength of a global organisation with the accessibility and collegiality of a local team. We are committed to fostering an environment where our people can thrive professionally while maintaining a strong sense of connection, collaboration and purpose.

Some of our benefits include:

• Structured training, mentoring and on-the-job development
• Study assistance to support your professional development
• Paid parental leave, volunteer leave and wellbeing initiatives
• Employee Assistance Program
• Flexible working arrangements and a supportive team culture
• Access to a global organisation with offices across five continents
• An inclusive workplace committed to diversity, equity and career growth

Canaccord Genuity is an endorsed employer for women. Learn more about our employee benefits and policies through our Work180 profile: https://work180.com/en-au/for-women/employer/canaccord-genuity

Our Values

Our people are expected to embody our core values of being Aligned, Accountable, Approachable and Agile.

These values guide how we work, collaborate and support one another every day, and are fundamental to our continued success.

Canaccord Genuity provides an accessible candidate experience. If you require any adjustments throughout the recruitment process and beyond, please let us know.