Deliver Exceptional Financial Solutions

2 days ago


Bendigo, Victoria, Australia beBeeExpert Full time $100,000 - $120,000

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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