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Client Adviser jobs in Canberra, ACT
A leading financial services institution in Canberra is looking for a professional to coordinate Adviser teams and provide exceptional client service. This role demands strong communication and analytical skills, with a focus on financial markets. Candidates should have a relevant tertiary qualification and a client service ethic. The company fosters diversity and inclusivity, and offers...
Client Services Officer - with pathway to Financial Adviser Remote | Full-time We’re Sufficient Funds – recently crowned Australia’s Employer of the Year (Women in Finance) – and we’re not your average financial planning firm. We’re proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians. Think 100% virtual, long before it was cool. Think...
The Regulatory Legal team provides advice and support to Comcare’s regulatory activities, including investigations under the Work Health and Safety Act 2011 (WHS Act) and criminal prosecutions for alleged contraventions of the WHS Act. The team support the Regulatory Operations Group by: - providing advice and guidance on evidence gathering, the issuing of statutory notices and investigation...
1 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 closely with in‑house advisers,...
Overview We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
A leading financial services provider is seeking passionate Financial Advisers to join their telephone-based Scaled Advice Team. The role involves delivering high-quality retirement advice and building strong relationships with clients. Candidates should have prior experience in financial advice and a passion for helping people. A structured training program is provided to assist in career...
A leading Australian financial services firm is seeking a Senior Financial Adviser to provide exceptional service and manage client accounts. This role involves preparing strategic financial plans, supporting business development, and maintaining strong client relationships. Ideal candidates will have over seven years of experience and relevant qualifications. Flexible work arrangements are...
A mortgage network company is seeking self-employed Mortgage Advisers to join their team. This role offers the freedom to manage your own schedule and client relationships while receiving expert support and modern technology. You'll enjoy competitive commission splits and the flexibility to work from anywhere. Ideal candidates will be self-motivated and have a strong understanding of mortgage...
A financial services firm in Australia is seeking a Senior Adviser to join their dedicated team. The role involves developing tailored financial strategies, providing investment and tax advice, and building long-term client relationships. The ideal candidate will possess experience in financial advising and a strong understanding of superannuation, ensuring clients achieve their financial goals....
A leading financial services company is seeking a Financial Adviser to provide IntraFund advice to clients. You will be responsible for educating members and delivering personalized financial advice to help them achieve their retirement goals. Candidates should have a strong background in superannuation planning and must be registered on the Financial Adviser Register. This opportunity offers a...
Overview Join to apply for the Financial Adviser - Remote role at PictureWealth Get introduced to this opportunity and other exclusive features. About Us At PictureWealth, we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering “More Advice to More Australians”, making expert financial advice...
Overview A global financial services firm in Melbourne is seeking a passionate Financial Adviser to join their telephone-based Intra-Fund Advice Team. This role involves delivering high-quality retirement advice, simplifying complex financial concepts, and maintaining strong client relationships. Qualifications 1-3 years of experience, strong technical knowledge in financial advice, and...
Director, Cyber Security - IT Security Adviser Job Description: Australian Citizens With NV1 Clearance residing in Australia only respond - Contract start 04 October 2023 to 6 months. PM&Cs Information Services Branch are looking for an experienced cyber security professional to act in the role of Director, Cyber Security - IT Security Adviser while key personnel are on leave. This EL2...
Strategic Business Adviser Join our Downer Professional Services team and play a key role in delivering complex defence and national security projects that safeguard Australia's future. Downer Professional Services is comprised of two business units: our Technical, Advisory, and Capability consulting practice and Team Downer, a major service partner to Defence. Together, we are a...
On-site Posted 12 days ago 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 closely with in-house advisers, accountants, and business consultants to provide tailored lending solutions to a loyal and...
Risk Adviser, Priority Life page is loaded Risk Adviser, Priority Life Apply locations Melbourne 123 Pitt Street, Sydney time type Full time posted on Posted 5 Days Ago job requisition id R**** More Time Off for What Matters:Enjoy up to 6 weeks of leave Flexible Work Environment:Work where we work best – whether in the office or from home. Competitive salary package Perpetual Group is an...
The Company Our clients are a leading Private Wealth Management advice in Canberra CBD with multiple offices nationally. They are focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners. Our clients have strong back-office support (Associate + Paraplanner) for each adviser and offer deep technical advice, a...
About Jacaranda Financial Planning At Jacaranda Financial Planning, we specialise in optimising superannuation and retirement outcomes. As a part of Perpetual Wealth Management, our team of professional advisers is dedicated to enhancing clients’ financial confidence and prosperity. We deliver this by adopting a warm, engaging approach that’s grounded in clarity, quality, and client-centered...
A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...