This position is a full-time role located in Toowoomba. As a motivated and ambitious individual, you will follow a structured career pathway to develop into a qualified Financial Adviser through hands‐on experience, mentoring and ongoing career development within a dynamic, forward‐thinking team. You will work with an extensive client base across a broad spectrum of financial planning advice including wealth creation, superannuation, retirement planning, diverse investment offerings such as IMAs and SMAs, intergenerational wealth, personal insurance and broader or more complex strategic advice.
Key responsibilities
Work closely with a team of experienced professionals in providing personalised financial advice to clients
Assist with the creation of high-quality advice tailored to each client's needs
Develop new client and professional relationships based on trust and credibility
Participate in investment committee meetings and all relevant training initiatives
Participate and support any strategic business initiatives
Prepare and present training or educational seminars to larger client or referrer groups
Stay abreast of market trends, financial products and regulatory changes to provide informed and compliant advice
Collaborate with product providers, accountants, lawyers, mortgage brokers and other external parties to ensure the delivery of holistic financial solutions
Maintain a high level of compliance and quality standards according to advice principles, policies and guidelines
About you




Completion of an approved degree seeking to commence your Professional Year or recently completed your Professional Year
Financial planning industry experience (or similar) in roles such as paraplanning or client services (preferred but not essential)
Technical knowledge across financial markets, superannuation, retirement income streams and all forms of investments with strong problem solving and analytical skills
Strong written and verbal communication skills
Australian citizenship is required for this position
Be a critical part of a high-performing team focused on achieving the best outcome for all clients
Continual mentoring, support and professional development opportunities from experienced Financial Advisers
Exposure to the complete financial planning process
Competitive salary that reflects your experience
Work within a team-oriented culture that fosters growth and learning
About us
Chalk Capital is a long established and highly regarded wealth management firm based in the heart of the Darling Downs. We pride ourselves on our people, expertise and core values that has seen our firm drive consistent growth for nearly 30 years. We specialise in helping clients make informed decisions about their financial future through delivering holistic personalised advice and tailored planning. This is achieved through the development of practical financial strategies, supporting ongoing relationships and the delivery of compliant, client-focused advice.
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📌 Junior Financial Adviser / Associate Adviser (Toowoomba)
🏢 Chalk Capital
📍 Toowoomba