About JD Wealth

At JD Wealth, we believe great advice changes lives.

As part of the broader JD Group, we work alongside accounting, lending, insurance and other specialist professionals to deliver holistic solutions that help clients make informed financial decisions and achieve their long-term goals.

Through our close relationship with MGI Joyce | Dickson, we support a diverse range of clients, including professionals, families, retirees, business owners and high-net-worth individuals. This provides our team with exposure to a broad range of financial planning opportunities and client needs.

We are a growing, client-focused advice business committed to building meaningful relationships, delivering exceptional client outcomes, and creating a workplace where great people can develop successful and rewarding careers.

The Opportunity

We are seeking a Financial Adviser or Provisional Financial Adviser to join our growing Canberra-based team.

Whether you are early in your advice career and looking for mentoring and support, or an experienced adviser seeking a long-term opportunity with career growth and client ownership, we would love to hear from you.

The successful candidate will be introduced to an established portfolio of existing clients while also having the opportunity to grow their own client relationships over time.

You'll be supported by an experienced team, strong referral relationships, modern technology and a collaborative culture that enables you to focus on delivering outstanding advice.

Key Responsibilities

- Build trusted relationships with clients and support them in achieving their financial goals

- Develop and implement tailored financial advice strategies

- Conduct client meetings, annual reviews and strategy discussions

- Prepare and present advice documentation, including Statements of Advice and Records of Advice

Provide advice across areas such as:

- Wealth creation and investment planning

- Superannuation and retirement planning





- Cashflow and debt management

- Estate planning considerations

- Work collaboratively with client service and adviser team members to deliver exceptional client outcomes

- Maintain high professional, ethical and compliance standards

About You

We are open to candidates at different stages of their advice career. You may be:

- A Provisional Financial Adviser completing or preparing to undertake your Qualified Year

- An Associate Adviser looking to take the next step into an adviser role

- An Authorised Financial Adviser seeking a new opportunity within a growing practice

To be successful, you will ideally have:

- Qualifications aligned with current financial adviser education requirements

- Strong communication and relationship-building skills

- A genuine passion for helping clients achieve better financial outcomes

- Excellent organisational and time management abilities

- High attention to detail and professionalism

- A proactive approach to learning and professional development

- The ability to work collaboratively within a high-performing team environment

Why Join JD Wealth?

- Clear career progression and long-term growth opportunities

- Mentoring and support from experienced advisers

- Professional Year support and development pathways where applicable

- Access to an established client base and referral opportunities

- Exposure to a broad and diverse client demographic

- Modern systems and technology focused on enhancing both client and staff experience

- Many clients already utilising leading investment and administration platforms

- Fin365 CRM and contemporary advice processes

- A supportive, collaborative and down-to-earth team culture

- Competitive remuneration aligned to experience and capability

Apply Now

If you're passionate about helping clients achieve their financial goals and want to build your career within a growing, forward-thinking advice business, we'd love to hear from you.

Apply now or contact us for a confidential discussion.

📌 Financial Adviser | Provisional Financial Adviser (Griffith)
🏢 Jd Group
📍 Griffith