Associate Financial Planner

Get 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...

A diverse financial services firm in Canberra is seeking a Financial Planning Associate to support experienced Financial Advisers. This role involves technical advice preparation, compliance, and communication with clients. Successful candidates will have a Bachelor's degree or Diploma of Financial Planning, strong analytical and communication skills, and a...

Canberra 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....

A leading wealth management organization in Canberra is seeking a Financial Planner to manage client advice needs and build relationships. The ideal candidate is RG146 compliant, has expertise in Financial Advice, and thrives in a collaborative team environment. Join us to help create financial wellbeing for Australians. This opportunity offers a chance to...

Associate role supporting financial advice delivery at an independent firm focused on fixed fees and client-first service. Your Role Key responsibilities include: Managing the implementation of financial advice Assisting with preparing advice documents Conducting research related to financial planning Liaising with clients and performing administrative tasks...

Want to bring ideas to life? If you’re in the engineering and transport planning world, you’ll know Aurecon. For decades, we’ve been a leading design, engineering, and advisory company. But why should you choose to join us? Every project Aurecon delivers leaves a legacy. Sustainability is embedded in every decision we make. And each project is at the...

A leading financial institution in Canberra is seeking an Associate to support the Financial Institutions and Government team. This role involves preparing client documents and engaging in meetings to deliver financial solutions. Ideal for recent graduates or those eager to progress in banking, offering hybrid working arrangements. Join a collaborative team...

A leading financial institution in Canberra is seeking an Associate to support their Financial Institutions and Government team. This role involves preparing client documents and engaging in meetings to deliver tailored financial solutions. Ideal for recent graduates or those eager to grow in banking, the position offers hybrid working arrangements and an...

Job Description KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, and drive disruption and growth. Working in the Consulting division, KPMG's Finance...

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Associates and Senior Associates - Audit The opportunity As our Associate or Senior Associate, you’ll work alongside...