**Full Time Financial Adviser | Abbotsford, VIC (Onsite)
Remuneration $100,000 – $120,000 + bonus incentives (depending on experience)**
We are a fast-growing financial planning practice with a large existing client base, strong growth potential, and constant warm referrals. We have experienced substantial growth over the past year, and this trajectory is set to continue.
You will work closely with and be supported by the Principal Adviser to:
* Prepare Statements of Advice (SOAs)
* Deliver high-quality, client-focused advice
* Ensure financial planning processes run smoothly from the initial client meeting through to implementation and collaborate
with the administration and paraplanning
teams to maintain efficiency and accuracy.
What we are looking for:
* At least 5 years experience across superannuation, investments, retirement planning, SMSFs, and personal insurance
* Proficiency in Xplan and experience preparing SOAs.
* All relevant financial advice qualifications, current study requirements completed, and FASEA exam passed.
* Good communication skills, strong time management, and reliability.
* the ability to work well in high client volume environments be incentivised for your efforts.
What we offer:
* Mentoring and training in the Canopy Wealth approach to client care & advice.
* Ongoing support via our licensee, Spark Advisors Australia.
* The opportunity to be part of a great working culture across different departments within the larger group.
* Growth from being part of a team that genuinely cares for its members and supports them in achieving their career & financial goals.
* Being part of a practice that values trust, long-term client relationships, and giving back to the community.
* The role will initially be all onsite; however, it may move to a hybrid structureg if suitable.
- This is a rare opportunity, so if you think it is the right fit for you, please apply.