Senior Financial Services Leader — Canberra

RSM; Canberra; On-site; AUD 140,000 - 210,000; Full time

Benefits offered by this job

Flexible work

Family-friendly workplace

Health and wellness benefits

Fitness Passport

Job summary

RSM Australia is seeking a Senior Manager / Senior Financial Adviser to lead our Canberra Financial Services practice. You will inherit an established client portfolio and build a growing local team, while delivering tailored financial advice to professionals, SMEs and SMSFs.

The role offers a clear path toward Director/Partner and sits within a collaborative national network. The ideal candidate brings deep financial services experience, strong leadership, strategic thinking and a track record

Qualifications

• Significant experience in financial advice, wealth management or related Financial Services environment.
• 5+ years of demonstrated team leadership experience.
• Proven track record managing and developing client relationships.
• Experience advising professional, SME and self‑managed super funds.

Responsibilities

• Lead and develop the Canberra Financial Services team to a high-performing, collaborative local practice.
• Manage and develop an established portfolio of Financial Services clients.
• Provide high-quality strategic financial advice tailored to clients’ circumstances and objectives.
• Build trusted relationships with existing and prospective clients.
• Identify opportunities to grow the client portfolio and Canberra practice.
• Mentor team members and ensure regulatory compliance and high-quality client outcomes.

Skills

Financial advisory

Leadership

Client relationship management

Regulatory compliance

Business development

Strategic financial planning

Education

CFP/CFA qualifications highly regarded

Australian financial adviser qualifications

Job description

RSM Australia is seeking a Senior Manager / Senior Financial Adviser to lead our Canberra Financial Services practice. You will inherit an established client portfolio and build a growing local team, while delivering tailored financial advice to professionals, SMEs and SMSFs.

The role offers a clear path toward Director/Partner and sits within a collaborative national network. The ideal candidate brings deep financial services experience, strong leadership, strategic thinking and a track record