Financial Planner

7 days ago

Brisbane, Queensland, Australia AIA Australia Full time $80,000 - $120,000 per year

BE THE DIFFERENCE

At AIA we don't simply believe in being 'the best'. We believe in better – because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The opportunity:

At AIA Financial Services, we understand that financial wellbeing is a critical piece of the wellbeing puzzle, intrinsically linked to physical and mental wellbeing. We offer holistic advice that considers our clients' personal and financial goals, helping them make confident decisions and lead a Healthier, Longer, Better Life.

A fantastic opportunity to take your financial planning career to the next level with a progressive, wellbeing-focused firm. This is a customer-centric role providing holistic financial advice with a best-in-class digital customer experience for our clients.

As a trusted Financial Planner, you will provide clients with financial advice tailored to their needs and goals, ensuring performance objectives are met including advice quality, customer satisfaction and service delivery, compliance, business growth and retention.

Positions are available in Melbourne, Sydney or Brisbane.

To do this successfully you will:

  • Support our clients through digital platforms by providing holistic financial advice
  • Assist clients to understand the complex concepts in a simple, straightforward way
  • Understand the customer's circumstances, objectives and needs
  • A passion for wellbeing and understanding the role financial advice can play in supporting financial wellbeing
  • Build and maintain strong relationships with new and existing clients

Successful applications will demonstrate:

  • Completion of FASEA educational requirements
  • Registered on the ASIC Financial Adviser Register
  • Experience working as a Financial Planner
  • Experience in all areas of advice including protection conversations
  • Real passion for financial advice with a strong customer focus
  • Excellent verbal and written communication skills
  • Creative mind with a positive attitude

Why choose AIA:

At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people.

  • Access our training and development to build on your current skills
  • Career development through internal mobility opportunities
  • Work for a business helping millions of Australians and make a difference to someone's life everyday
  • Access additional leave days a year to recharge and refresh yourself
  • Enjoy wonderful Health and Wellbeing initiatives that support you
  • Work with supportive and inclusive managers

At AIA Australia, we're proud to help guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.

Lots of companies like to say they're different. What makes us truly different at AIA, is the difference we make in people's lives. We are proud that this difference has been recognised in the 2024 ANZIIF awards by being named Life Insurance Company of the Year

AIA Financial Services is a subsidiary of AIA Australia.

AIA is different. Are you?

If you want to be part of an organisation that helps people live better every single day, apply via the link.

  • Financial Planner

    4 weeks ago

    Brisbane, Queensland, Australia Buscojobs Full time

    Financial Planner | Career Growth & Leadership OpportunityCompetitive base + super + bonusRelocation Support AvailableTownsville Sunny QLDCAPITAL HAUS is expanding and seeking a talented Financial Planner to join our Townsville office — an opportunity to lead a warm client book while being part of a dynamic global team.This is more than a job — it's a...

  • Financial Planner

    1 week ago

    Brisbane, Queensland, Australia Buscojobs Full time

    Financial Planner | Career Growth & Leadership OpportunityCompetitive base + super + bonusRelocation Support AvailableTownsville Sunny QLDCAPITAL HAUS is expanding and seeking a talented Financial Planner to join our Townsville office — an opportunity to lead a warm client book while being part of a dynamic global team.This is more than a job — it's a...

  • Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia AIA Australia Full time

    Join to apply for the Financial Planner role at AIA Australia1 week ago Be among the first 25 applicantsJoin to apply for the Financial Planner role at AIA AustraliaDirect message the job poster from AIA AustraliaLeading the Talent Acquisition team to hire the best professionals for AIA Australia.BE THE DIFFERENCEAt AIA we don't simply believe in being 'the...

  • Graduate Financial Planner

    4 days ago

    Brisbane, Queensland, Australia Deakin Commerce Society Full time

    The financial planning industry is a career choice worth exploring, and here's why:Dynamic and Meaningful: Play a key role in helping individuals and families achieve their financial goals and security.Supportive and Resilient: Provide guidance during major life events, offering solutions that create lasting impact.Embrace Innovation: Utilise cutting-edge...

  • Graduate Financial Planner

    4 weeks ago

    Brisbane, Queensland, Australia University Engineers' Club Full time

    The financial planning industry is a career choice worth exploring, and here's why: Dynamic and Meaningful: Play a key role in helping individuals and families achieve their financial goals and security.Supportive and Resilient: Provide guidance during major life events, offering solutions that create lasting impact.Embrace Innovation: Utilise cutting-edge...

  • Senior Financial Planner

    1 week ago

    Brisbane, Queensland, Australia beBeeCostPlanning Full time $140,000 - $180,000

    Job Title: Senior Financial PlannerThis is a challenging opportunity to join our team as a Senior Financial Planner. As the Cost Planner, you will play a crucial role in the project's success.Key Responsibilities:Develop detailed cost plans, estimates, and budgets that support informed decision-making throughout the project lifecycle.Prepare accurate and...

  • Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Aia Australia Full time

    Join to apply for theFinancial Plannerrole atAIA Australia1 week ago Be among the first 25 applicantsJoin to apply for theFinancial Plannerrole atAIA AustraliaDirect message the job poster from AIA AustraliaLeading the Talent Acquisition team to hire the best professionals for AIA Australia.BE THE DIFFERENCEAt AIA we don't simply believe in being 'the...

  • Financial Planner

    7 days ago

    Brisbane, Queensland, Australia HB Group (Qld) Pty Ltd Full time $80,000 - $120,000 per year

    Our client, a leading financial services practice based in the heart of Toowoomba, is seeking a permanent, full-time Financial Planner to join their growing team.   The successful candidate will develop and manage a new and existing client base by providing strategic advice and guidance in the areas of superannuation, risk, wealth creation and...

  • Expert Financial Planner Required

    4 days ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $120,000 - $180,000

    We are seeking a Financial Strategist to join our Brisbane team.The ideal candidate will have 4-5 years of experience as a financial planner/adviser in the Australian market, with expertise in holistic advice and client relationship building.This role requires:Degree qualification and FASEA approvalExperience working with SMSF, trusts, and retirement...

  • Highly Skilled Financial Planner Wanted

    4 days ago

    Brisbane, Queensland, Australia beBeeFinancial Full time $200,000

    Seeking a professional Financial Planner to deliver exceptional financial guidance and support to clients. The successful candidate will be responsible for developing and implementing comprehensive financial plans that cater to individual needs, while fostering strong relationships with existing and new clients.A key aspect of this role is the ability to...