About the role

Canopy Financial Group is seeking an experienced and client-focused Financial Adviser to work alongside our Principal Financial Adviser, supporting the delivery of high-quality financial advice and exceptional client outcomes. This role is ideal for an adviser who enjoys building long-term client relationships, delivering holistic financial advice, providing personal insurance advice, and managing client matters from commencement through to implementation and ongoing review. The successful candidate will be provided with a steady flow of referred clients and existing client relationships to manage.

Key responsibilities

- Conduct client meetings and review appointments independently

- Build strong, trusted relationships with clients and prospective clients referred to the practice

- Present financial advice recommendations in a clear, confident and professional manner

- Effectively communicate complex financial concepts in a way clients can easily understand

- Guide clients through the advice process from initial engagement through to implementation and ongoing review

- Provide advice across superannuation strategies, retirement planning, investment advice, cashflow and wealth accumulation strategies, estate planning considerations, risk management strategies, and ongoing financial planning reviews





- Conduct insurance reviews and needs analyses and provide advice relating to life insurance, total & permanent disability insurance, trauma insurance, and income protection insurance

- Manage client relationships from commencement through to implementation and review

- Maintain compliant client records and file notes

- Support the Principal Financial Adviser in delivering advice strategies and client outcomes

About you

- Fully qualified Financial Adviser under current Australian regulatory requirements

- Bachelor Degree in Financial Planning, Finance, Commerce, Business or a related discipline

- Completed all ASIC education requirements to provide personal financial advice

- Australian Citizen or Permanent Resident

- Minimum 3 years' experience as a Financial Adviser within an Australian financial planning practice

- Demonstrated experience providing holistic financial advice

- Robust experience providing personal insurance advice

- Exceptional verbal and written communication skills

- Strong ability to build trust and rapport with clients

- Self-motivated and capable of working autonomously

About us

Canopy Financial Group is a growing and professional advice practice where client service, technical excellence and relationship management are highly valued.

📌 Financial Adviser (Abbotsford)
🏢 Finnia
📍 Abbotsford