About Candour Capital

Candour Capital is an Australia-based, product-focused investment solutions business providing eligible wholesale and professional investors with access to selected opportunities across fixed income, credit, real assets, equity, structured investments and managed funds.

With offices in Sydney, Melbourne and Perth, the company leverages its investment product expertise and relationships with financial institutions, issuers and product providers to support investment distribution and deliver structured solutions tailored to investors’ objectives, risk profiles and broader portfolio strategies.

About the role

We are seeking a skilled and motivated Financial Investment Adviser to join our team. The successful candidate will be part of our investment solutions team, with a focus on providing access to investment opportunities across fixed income, structured investments and managed funds for wholesale and qualified investors. This role is suited to someone with strong financial knowledge, analytical skills and an interest in investment products and financial markets.

Key Responsibilities

1. Conduct client consultations to establish clients’ financial circumstances, investment objectives, risk tolerance and preferences, forming the basis for tailored investment proposals and strategies.

2. Research and assess investment opportunities across fixed income, credit, real assets, equity, structured investments and managed funds, evaluating product features, potential returns and associated risks.

3. Provide guidance on investment strategies, capital allocation, funding options and income distribution approaches to support clients’ financial objectives and broader portfolio requirements.

4. Prepare tailored investment proposals and portfolio solutions that align with clients’ investment goals, risk profiles and investment horizons.

5. Coordinate the purchase and sale of bonds, stocks and other relevant investment products,



liaising with financial institutions, issuers and product providers to facilitate transaction execution.

6. Track investment performance, market developments and changes in clients’ circumstances, identifying opportunities to refine investment proposals and adjust strategies as appropriate.

7. Analyse financial, accounting and investment information, preparing investment reports, performance summaries, forecasts and other documentation to support client reviews, business operations and applicable regulatory requirements.

8. Maintain relationships with wholesale and professional investors, financial advisers, family offices and investment product providers, coordinating with external organisations to facilitate access to investment products and complementary financial services.

Qualifications and Skills

1. Bachelor’s degree in Finance, Economics, Accounting, Business or a related field.

2. Knowledge of financial markets, investment products and investment strategies.

3. Relevant experience in financial services, investment advisory or investment product distribution, preferably involving fixed income, structured investments or managed funds.

4. Strong analytical, research and problem-solving skills.

5. Understanding of portfolio construction, investment risk and capital allocation.

6. Excellent communication and client relationship management skills.

7. Strong organisational skills, attention to detail, professional integrity and awareness of financial services regulations and compliance requirements.

What We Offer

1. Competitive salary package and remuneration structure.

2. Career development opportunities within a growing financial services business.

3. Exposure to diverse investment products, financial markets and institutional investment opportunities.

4. A collaborative and international team environment.

5. Access to investment product expertise, market insights and established industry relationships.

How to Apply

To apply, please email your resume to ****@candourcapital.com for consideration.

📌 Financial Investment Adviser (Chatswood)
🏢 Candour Capital
📍 Chatswood