Retirement Planning & Wealth Advisor

CareerBank; Canberra; Hybrid; 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

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