26 Oct
|
Big River Resources
|
Cape Breton Island
26 Oct
Big River Resources
Cape Breton Island
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
- 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 (Cape Breton Island)
🏢 Big River Resources
📍 Cape Breton Island