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 prospect 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 perk 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
Chance 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

📌 Senior Financial Adviser – Cfp North Sydney (Canada)
🏢 Big River Resources
📍 Canada