Senior Financial Adviser – CFP

Big River Resources, LLC; North Sydney; Presencial; CAD 90.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

ASX-listed firm

Integrated wealth management

Supportive leadership

Loyal client book

Advice to Business & HNW

Descripción de la vacante

ASX-listed firm in Canada seeks a Senior Financial Adviser to take ownership of an established client book and build meaningful client relationships within a mature, high-performing environment.

You will work with a skilled advice team and leverage the strength of a national brand to deliver sophisticated financial strategies for Business and HNW clients.

Formación

• Minimum 5 years' financial advice experience.
• Advanced investment knowledge and technical capabilities.
• Proven success in developing and executing HNW strategies.
• Excellent interpersonal and relationship-building skills.
• Growth mindset with drive and ambition.

Responsabilidades

• Take ownership of an established client book and develop relationships.
• Deliver sophisticated advice to Business and HNW clients.
• Leverage the support of a national advice team and brand.

Conocimientos

Investment knowledge

Relationship-building

Growth mindset

Interpersonal skills

Strategic thinking

Educación

CFP credential

Descripción del empleo

Senior Financial Adviser - CFP

Join a leading national ASX-listed firm with a strong reputation in integrated Accounting & Wealth Management.

Take ownership of a $600k client book and work with a supportive advice team of five in a mature, high-performing environment.

Senior Financial Adviser - CFP

This opportunity allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team.

With the backing of a large national team and partnerships network, you'll benefit from the strength of a national brand while working in a mature, strategically positioned practice.

What's on offer:

• Mature, nationally recognised firm with ASX listing
• Strategic, integrated Accounting & Wealth Management model
• Supportive leadership and established advice team of five
• Loyal exiting client book
• Opportunity to deliver sophisticated advice to Business and HNW clients

What you'll bring:

• Minimum 5 years' financial advice experience
• Advanced investment knowledge and technical capabilities
• Proven success in developing and executing HNW strategies
• Excellent interpersonal and relationship-building skills
• Growth mindset with drive and ambition