Senior Manager / Senior Financial Adviser – Financial Services, Canberra

RSMFS RSM Financial Services Pty Ltd; Canberra; Presencial; AUD 140.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career progression

Professional development

Access to national network

Health and wellness benefits

Descripción de la vacante

RSM Australia seeks an experienced Senior Manager / Senior Financial Adviser to take a leadership role within our Canberra Financial Services practice. You will own an established client portfolio generating substantial annual revenue, lead the local team, and drive growth for the Canberra practice within a renowned national network.

You will mentor colleagues, ensure regulatory compliance, and build relationships across RSM to access broader services.

Formación

• Significant experience in financial advice, wealth management or related Financial Services environment.
• More than five years demonstrated team leadership experience.
• Proven track record of managing and developing client relationships.

Responsabilidades

• Lead and develop the Canberra Financial Services team, creating a high-performing local practice.
• Manage and develop an established portfolio of Financial Services clients.
• Provide high-quality strategic financial advice tailored to clients' needs.
• Build trusted, long-term relationships with existing and prospective clients.
• Identify opportunities to grow both the client portfolio and the broader Canberra Financial Services business.

Conocimientos

Team leadership

Financial advice

Client relationship management

Business development

Cross-functional collaboration

Educación

Qualifications to provide financial advice in Australia

CFP/CFA qualifications highly regarded

Descripción del empleo

OUR VALUE PROPOSITION At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years' experience supporting Australian businesses. We believe in putting people first and are proud to have developed a culture that fosters growth, collaboration and success.

About the role: OUR VALUE PROPOSITION At RSM, our purpose is to instil confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you. It highlights the experiences, benefits and value that you can expect as part of RSM. This is underpinned by our three values: integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years' experience supporting Australian businesses. We believe in putting people first and are proud to have developed a culture that fosters growth, collaboration and success.

About the role We are looking for an experienced Senior Manager / Senior Financial Adviser to take a key leadership role within our Financial Services practice in Canberra. This is a significant opportunity for an established adviser who is ready to take ownership of an existing client portfolio, lead and develop a growing local team, and play an important role in the continued growth of RSM Financial Services in the Canberra market. You will inherit an established client portfolio generating approximately $300,000 to $400,000 in annual revenue, working with a diverse client base including professionals, SMEs and self-managed super fund clients. Importantly, this is more than a client servicing role. You will provide leadership to the Canberra team, build strong relationships across the broader RSM business and help identify opportunities to grow the Financial Services practice locally. For the right person, the opportunity offers a clear longer-term career pathway towards Director and ultimately Partner.

Key Responsibilities

In this role, you will:

• Lead and develop the Canberra Financial Services team, creating a high-performing and collaborative local practice.
• Manage and develop an established portfolio of Financial Services clients.
• Provide high-quality strategic financial advice tailored to clients' individual circumstances and objectives.
• Build trusted, long-term relationships with existing and prospective clients.
• Identify opportunities to grow both the client portfolio and the broader Canberra Financial Services business.
• Work collaboratively across RSM to identify opportunities to provide clients with access to the firm's broader professional services capability.
• Mentor and develop team members, supporting their technical and professional growth.
• Maintain a strong focus on regulatory compliance, professional standards and high-quality client outcomes.
• Contribute to business development, networking and profile-building activities within the Canberra market.
• The position is intended to lead a Canberra team.

About you

• Significant experience within financial advice, wealth management or a related Financial Services environment.
• More than five years demonstrated team leadership experience.
• A strong track record of managing and developing client relationships.
• Experience advising professional, SME and/or self-managed super fund clients.
• Appropriate qualifications and authorisations to provide financial advice in Australia.
• CFP and/or CFA qualifications are highly regarded.
• Strong commercial judgment and an ability to identify and develop business opportunities.
• Highly developed communication and relationship-building skills.
• A collaborative leadership style and the ability to work effectively across a broader professional services firm.
• A genuine interest in building a long-term career with RSM and contributing to the growth of the Canberra practice.

What's on offer

This is an opportunity to step into a senior leadership position with the foundations already in place to make an impact.

You can expect:

• An established client portfolio from day one.
• The opportunity to lead and shape a growing Canberra Financial Services team.
• A competitive senior-level remuneration package.
• Access to the Financial Services adviser incentive scheme.
• A genuine pathway for longer-term progression towards Director and Partner.
• The backing of RSM's national Financial Services practice and broader professional services network.
• Direct exposure to senior leaders across the business.
• Ongoing professional development and career support.

The role will initially be office-based in Canberra five days per week, reflecting its local leadership responsibilities, with flexibility potentially revisited once the team is established.

Benefits

At RSM, we are committed to empowering and developing our people and providing an environment where you can build a meaningful, long-term career. Our people benefit from access to professional development, career progression opportunities, a collaborative national network and initiatives designed to support employees and their families.

RSM is a Certified Family Friendly Workplace, recognising leading practice across areas including flexible work, parental leave, family care and employee wellbeing. RSM employees are able to access the Fitness Passport.

Diversity & Inclusion

At RSM, we recognise that diversity and inclusion strengthen our business, our teams and the outcomes we deliver for our clients. We are committed to creating an inclusive workplace where everyone is valued and supported to achieve their potential. We encourage applications from people of all backgrounds and experiences.

Life at RSM

RSM provides a great environment to build skills and confidence and we help our people achieve their best.

We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer.

Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual.

We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised.

When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence.

Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years.

Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.