Wealth Planner: Complex Solutions & Growth

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

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.