Financial Adviser
vor 2 Wochen
Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2024Invest Blue has an exciting opportunity to join us in Canberra. We are seeking an experienced Financial Adviser to work in the Canberra office full-time joining the energetic we offerWhen you join the Invest Blue family you gain access to a multitude of benefits including : Upon completion of probation your birthday as a day off to off to volunteer for community initiatives or chosen in our annual Celebrate the Wins offsite conference and event fully sponsored by Invest Blue. Continuous learning and development opportunities This is a diverse engaged and rewarding role and allows you to provide an excellent client experience daily. Youll be part of an engaged and motivated network of people that values your contributions and encourages personal UsInvest Blue is Australias trusted home of great advice. We are a large holistic financial planning business that currently has offices located throughout QLD NSW VIC ACT & TAS. With a growing team of over 450 our financial advisers and support people are dedicated to empowering our clients to live their best possible lives. Our strength comes from delivering tailored high-quality advice based on a consistent process. Importantly Invest Blues financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams. At Invest Blue were not just dedicated to helping our clients live their best possible lives were equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it Clients do not come first. People come first. If you take care of your people they will take care of the clients. You will find a very open and transparent culture that you have every opportunity to share ideas and insights and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career you : Motivated team player with great people knowledge and knowledge of regulatory and legislative obligations related to financial planning.1 years experience providing financial advice to communication skills both written and verbal with a high attention to ability to keep track of multiple tasks prioritise and deliver on set to learn and are willing at times to fresh and innovative ideas to the a team a positive can-do role responsibilities : Provide exceptional advice to the clients of Invest Blue through the provision of initial and ongoing efficient compliant and accurate administration to deliver quality financial interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account in progress reporting and task phone calls and client contact to ensure ongoing support services are Skills and ExperienceExperience providing exceptional client service within a client facing an ability to build and Required Experience : Junior IC Key Skills Financial Services Financial Models Account Management General Ledger Accounts ERP Payroll External Auditors Customer Relationships Credit Card Financial Statements Business Units Annual Budget Income New Clients Financial Management Employment Details Employment Type: Full-Time Experience: years Vacancy: 1 Monthly Salary: - #J-18808-Ljbffr
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Financial Adviser
vor 2 Wochen
Canberra, Österreich Parker Wealth Holdings VollzeitFinancial Adviser - Parker Wealth Canberra Are you a client‑focused Financial Adviser looking to take your career to the next level? We are an advisory business that is experiencing strong growth and seeking a person that can make a difference to the financial well‑being of our clients and in our firm. The right candidate being part of our team means...
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Financial Adviser
vor 4 Wochen
Canberra, Österreich Xprt Dev Vollzeithome_work On-site Posted 1 day ago Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2024? Invest Blue has an exciting opportunity to join us in Canberra. We are seeking an experienced Financial Adviser to work in the Canberra office, full-time,...
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Financial Adviser: Grow Your Client Portfolio
vor 2 Wochen
Canberra, Österreich Parker Wealth Holdings VollzeitA leading financial advisory firm in Canberra is seeking a dedicated Financial Adviser to focus on client relationships and tailored financial strategies. The role involves conducting annual reviews, ensuring compliance, and developing a personal client portfolio. Candidates should hold RG146 and have passed the Adviser exam, with a passion for helping...
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Financial Adviser
vor 2 Wochen
Canberra, Österreich Invest Blue VollzeitA financial planning firm is seeking an experienced Financial Adviser to join their Canberra office. This full-time role requires strong client engagement and financial advice capabilities. The firm offers a supportive culture, continuous learning opportunities, and a competitive salary ranging from AUD 135,000 to AUD 200,000 annually. Candidates must...
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Financial Planning Associate
Vor 5 Tagen
Canberra, Österreich E&P Financial Group VollzeitGet AI-powered advice on this job and more exclusive features. E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose...
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Lending Adviser
vor 1 Woche
South Canberra, Österreich Aspire Lending Vollzeit1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Take ownership of client outcomes in a values-driven advisory business. Aspire Lending is the dedicated mortgage and finance arm of MGI Joyce Dickson — one of Canberra’s most respected accounting, financial planning, and SMSF advisory firms. We work...
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Social Media Adviser
vor 1 Woche
Canberra, Österreich Accpa VollzeitAt ASIC, you can be the change that ensures a fair, strong and efficient financial system for the benefit of all Australians. Contribute to delivering on ASIC’s purpose, vision, and strategic priorities to help maintain the integrity of the financial system and protect consumers from harm. Be part of a dynamic team using digital platforms to inform,...
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Financial Planner
vor 2 Wochen
Canberra, Österreich IOOF Holdings Limited VollzeitCanberra Location Join a leading wealth management and advice-led organisation Be part of a team that values its people and its culture About the opportunity As a Financial Planner at Bridges, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges....
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DT: Disability Equity Adviser – Canberra
vor 2 Wochen
Canberra, Österreich tendersglobal Vollzeittendersglobal.netRemote, work from home position with regular travel across the Pacific Competitive renumeration package Program Background The Australia-Pacific Partnerships Platform program is an Australian Government initiative funded by the Department of Foreign Affairs and Trade (DFAT) and managed by DT Global. It provides Pacific Island Countries with...
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Dt : Disability Equity Adviser – Canberra
Vor 7 Tagen
Canberra, Österreich Tendersglobal Vollzeittendersglobal.netRemote, work from home position with regular travel across the PacificCompetitive renumeration packageProgram BackgroundThe Australia-Pacific Partnerships Platform program is an Australian Government initiative funded by the Department of Foreign Affairs and Trade (DFAT) and managed by DT Global. It provides Pacific Island Countries with a...
