Job Description
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.
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Key responsibilities
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Conduct client meetings and review appointments independently
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Build strong, trusted relationships with clients and prospective clients referred to the practice
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Present financial advice recommendations in a clear, confident and professional manner
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Effectively communicate complex financial concepts in a way clients can easily understand
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Guide clients through the advice process from initial engagement through to implementation and ongoing review
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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
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Conduct insurance reviews and needs analyses and provide advice relating to life insurance, total & permanent disability insurance, trauma insurance, and income protection insurance
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Manage client relationships from commencement through to implementation and review
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Maintain compliant client records and file notes
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Support the Principal Financial Adviser in delivering advice strategies and client outcomes
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About you
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Fully qualified Financial Adviser under current Australian regulatory requirements
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Bachelor Degree in Financial Planning, Finance, Commerce, Business or a related discipline
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Completed all ASIC education requirements to provide personal financial advice
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Minimum 3 years' experience as a Financial Adviser within an Australian financial planning practice
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Demonstrated experience providing holistic financial advice
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Strong experience providing personal insurance advice
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Exceptional verbal and written communication skills
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Strong ability to build trust and rapport with clients
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Self-motivated and capable of working autonomously
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About us
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Canopy Financial Group is a growing and skilled advice practice where client service, technical excellence and relationship management are highly valued.

📌 Financial Adviser (Victoria)
🏢 Finnia
📍 Victoria