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 solid, 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 Minimum 3 years' experience as a Financial Adviser within an Australian financial planning practice Demonstrated experience providing holistic financial advice Strong 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 qualified advice practice where client service, technical excellence and relationship management are highly valued.

📌 Financial adviser (Tasmania)
🏢 Finnia
📍 Tasmania