
Deliver Exceptional Financial Solutions
2 days ago
Unlock Your Potential as a Financial Expert
At our organisation, we are seeking an experienced Financial Planner to join our team based in Bendigo.
Job Overview:
- Drive business growth by proactively sourcing and engaging with clients to deliver exceptional financial solutions.
- Leverage advanced digital platforms and advice processes to enhance productivity, compliance, and client satisfaction.
- Contribute to improving client experience through coaching and mentoring colleagues to adopt evolving technologies and processes.
- Collaborate with team members to achieve shared goals and objectives.
Requirements:
- Hold RG146 Compliance and have passed the Adviser exam (mandatory for Authorisation).
- Have completed approved courses in Australian Tax Law and Commercial Tax.
- Possess an approved degree (optional but advantageous).
About Our Organisation:
We are a leading financial wellbeing provider, dedicated to helping people achieve their financial goals. We value flexibility, opportunities for growth, and diversity. If you're passionate about making a positive impact, we invite you to join our team.
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