We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients. Responsibilities:

Develop comprehensive financial plans for clients based on their goals and risk tolerance Provide investment advice and recommendations Assist clients in retirement planning, estate planning, tax planning, and insurance needs Monitor and review clients' financial situations regularly Stay up-to-date with financial industry regulations and best practices. Experience:

Bachelor's degree in Finance, Accounting, Economics, or related field Certified Financial Planner (CFP) designation preferred Minimum of 3 years of experience in financial planning or related field Robust knowledge of financial services products and regulations Excellent communication and interpersonal skills. Schedule:

Monday to Friday Work Authorisation:

Australia (Required) Location:

Shepparton, VIC (Preferred) Salary:

$90k to $110k plus super (based on experience)

📌 Financial Planner (Shepparton)
🏢 Sky Recruitment Australia
📍 Shepparton