Expert Financial Strategist
1 week ago
We are seeking an experienced Financial Planner to join our team at IOOF Holdings Limited in Canberra.
The successful candidate will be accountable for managing the advice needs of existing clients, converting prospective clients and introducing new clients to our organisation. They will do this by proactively sourcing, engaging and managing client referrals and key referral relationships.
This role requires a seasoned professional who can contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes.
To be successful in this role, you should have RG146 Compliant status and have passed the Adviser exam (mandatory for Authorisation). Additionally, you should have been through an approved course in Australian Tax Law and a course in Commercial Tax. An approved degree is highly regarded.
You will be an expert in Financial Advice, someone who loves to drive growth and build relationships while delivering an excellent client experience. You should enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field.
About the Opportunity
This role offers a competitive salary range of $80,000 - $120,000 per annum, depending on experience. The successful candidate will also receive a comprehensive benefits package including training and development opportunities.
About Us
We are one of Australia's leading financial wellbeing organisations, dedicated to helping people feel good about their money. We believe that confident individuals live better lives and we're passionate about creating financial wellbeing for every Australian.
Your Role
As a Financial Planner, you will work collaboratively with supporting team members to deliver exceptional client experiences and improve business outcomes. You will have the opportunity to work on a variety of projects, develop your skills and knowledge and take ownership of your work.
Requirements
- RG146 Compliant status
- Passed the Adviser exam (mandatory for Authorisation)
-
Chief Financial Strategist
1 week ago
Canberra, ACT, Australia WizeTalent Full timeAbout Us:GENFOCUS, a leading Australian accounting firm based in Deakin ACT, excels at aligning personal, business, and financial goals into a cohesive strategy.We offer expert services spanning Business Advisory, Tax & Accounting, Self-Managed Superannuation, Risk Management, Succession Planning, Growth & Well-Being.Our mission is to deeply understand our...
-
Senior Financial Strategist
2 weeks ago
Canberra, ACT, Australia MinterEllison Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team in Canberra. As a key member of our consulting services, you will work closely with clients to provide strategic financial advice and support the design, development, and operationalisation of technology solutions.About UsMinterEllison is one of Australia's largest law...
-
Chief Financial Strategist
7 days ago
Canberra, ACT, Australia Hyatt Full timeAbout HyattWe are evolving the future of hospitality.Hyatt is a global leader in the hospitality industry, connecting the world through care. We provide more human, more authentic and more meaningful experiences to our colleagues and guests in our hotel locations spanning across 69 countries.A Day in the Life:As Chief Financial Strategist, you will play a...
-
Transformation Strategist
7 days ago
Canberra, ACT, Australia Local Peoples Full timeLocal Peoples is a strategic research and design studio based in Melbourne and Canberra.We are seeking a skilled Transformation Strategist to join our team in the ACT.The estimated salary for this role is around $120,000 - $180,000 per annum, depending on experience.Job Description:As a Transformation Strategist, you will contribute to a wide range of...
-
Senior Policy Strategist
7 days ago
Canberra, ACT, Australia Hudson Full timeRole OverviewWe are seeking a highly motivated Senior Policy Strategist to join our team at Hudson Australia.About the RoleThis 12-month non-ongoing contract opportunity is available for s26 transfers. As a Senior Policy Strategist, you will contribute to impactful policies and projects in a fast-paced environment.Main ResponsibilitiesShape strategic...
-
Senior Financial Strategist
4 weeks ago
Canberra, ACT, Australia WizeTalent Full timeAbout WizeTalent:We are a dynamic and innovative accounting firm based in Australia, dedicated to providing exceptional financial services to our clients. Our team of experts is passionate about helping businesses thrive and grow, and we are seeking a highly skilled Senior Client Manager to join our team.As a Senior Client Manager, you will be responsible...
-
Strategic Financial Expert
3 weeks ago
Canberra, ACT, Australia WizeTalent Full timeAbout WizeTalent:We are a dynamic company located in a rapidly growing area, committed to delivering exceptional business solutions to our clients. Our services span business advisory, accounting, and financial planning, empowering our clients to achieve their goals.Our Mission:We strive to deeply understand our clients' needs, providing them with expert...
-
Senior Financial Strategist Leader
6 days ago
Canberra, ACT, Australia Synergy Group Full timeSynergy Group is a renowned provider of complex Financial Services to high-profile Commonwealth Government clients.About the RoleWe are seeking an experienced and high-performing Finance Manager to lead our team in delivering exceptional financial solutions. The successful candidate will be responsible for building strong relationships through empathy and...
-
Tax and Financial Services Expert
2 weeks ago
Canberra, ACT, Australia KPMGau Full timeJob OverviewAre you passionate about tax and financial services? Do you want to make a real impact in the industry?We are seeking a talented and ambitious individual to join our team as a Tax and Financial Services Expert. In this role, you will have the opportunity to work with clients across various industries, providing them with expert advice on tax...
-
Expert Financial Policy Advisor
7 days ago
Canberra, ACT, Australia Department of Industry, Science and Resources Full timeAbout the RoleWe are seeking a highly skilled Expert Financial Policy Advisor to join our team in the Department of Industry, Science and Resources.Job SummaryThe successful candidate will provide expert advice on the Australian Government's financial framework, including compliance with Commonwealth financial frameworks. They will also be responsible for...
-
Cloud Transformation Strategist
4 weeks ago
Canberra, ACT, Australia Leidos Full timeJob SummaryLeidos is seeking a highly skilled Cloud Transformation Strategist to lead our cloud migration journey. As a key member of our team, you will be responsible for championing innovative solutions, working closely with our account management and project engineering teams to deliver long-term cloud transformation for our customers.Key...
-
Data Analytics Strategist
2 weeks ago
Canberra, ACT, Australia Teradata Full timeCompany OverviewAt Teradata, we empower our customers with better information to drive business success.Teradata is a leading cloud analytics and data platform for AI, delivering harmonized data, trusted AI, and faster innovation. We serve top companies across every major industry, including financial institutions, manufacturers, telcos, retailers, airlines,...
-
Enterprise IAM Strategist
1 week ago
Canberra, ACT, Australia Ignite Recruitment Full timeAbout the RoleWe are seeking a seasoned Identity and Access Management (IAM) expert to drive our digital identity program forward. As an Enterprise IAM Strategist, you will play a critical role in modernising our authentication, authorisation, and security capabilities for external customers.Key Responsibilities:Lead the deployment of our IAM platform and...
-
Digital Content Strategist
7 days ago
Canberra, ACT, Australia Ignite Recruitment Full timeIgnite Recruitment, a leading agency in Australia, is seeking an experienced Digital Content Strategist to join their team.Salary: AU$80,000 - AU$110,000 per annum.About the OpportunityWe are looking for a skilled content designer to create engaging web content for our clients. The ideal candidate will have 4 years of experience creating user-centred content...
-
Financial Planning Expert
2 weeks ago
Canberra, ACT, Australia IOOF Holdings Limited Full timeAbout the OpportunityAs a seasoned Financial Planner, you will be responsible for managing client relationships, identifying new business opportunities, and driving growth within our wealth management division. With a focus on delivering exceptional client experiences, you will leverage your expertise in financial advice to build strong relationships with...
-
Multilateral Policy Strategist
2 weeks ago
Canberra, ACT, Australia Directionshealth Full timeLooking for a challenging role that will leverage your international engagement experience? As a Multilateral Policy Strategist at AMSA, you will play a critical part in shaping the direction of our multilateral policy and engagement. This is an exciting opportunity to join a dynamic team and contribute to Australia's interests on the world stage.About the...
-
Chief Cloud Strategist
2 weeks ago
Canberra, ACT, Australia Fujitsu Full timeInternal OpportunityFujitsu Oceania has accelerated its digital transformation through strategic acquisitions across Australia and New Zealand. With a team of over 500 professionals, Digital Acceleration Services delivers comprehensive Professional and Managed Services in Cloud, Cybersecurity, Business Applications, and Data & AI.The Chief Cloud Strategist...
-
Expert Financial Advisor
2 weeks ago
Canberra, ACT, Australia IOOF Holdings Limited Full timeAbout the OpportunityWe are seeking a seasoned Financial Planner to join our team at IOOF Holdings Limited. As a Financial Planner, you will be accountable for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organization.You will proactively source, engage, and manage client referrals and key...
-
Canberra, ACT, Australia Amazon Full timeWe are seeking a highly skilled Cloud Transformation Strategist to join our team in Australia. This role will involve working with government customers to understand their business drivers and application portfolios, developing transformational visions and execution models aligned with customer challenges and desired outcomes.The ideal candidate will possess...
-
Financial Expert
4 weeks ago
Canberra, ACT, Australia Visa Answer Overseas Education Consultants Full timeRole Description & ResponsibilitiesSupport the development of financial policies and strategiesPresentation of financial statements to stakeholdersConduct thorough financial analysis, investigate, and advise on financial mattersExamine costs, income, and expenditure of organizationsProvide assurance on financial report accuracy and complianceOffer financial...