Senior Manager (Canberra)

Senior Manager (Canberra)

11 Nov
|
RSMFS RSM Financial Services
|
Canberra

11 Nov

RSMFS RSM Financial Services

Canberra

OUR VALUE PROPOSITION At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years' experience supporting Australian businesses. We believe in putting people first and are proud to have developed a culture that fosters growth, collaboration and success.

About the role
OUR VALUE PROPOSITION At RSM, our purpose is to instil confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you. It highlights the experiences, benefits and value that you can expect as part of RSM. This is underpinned by our three values: integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.



Who we are RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years' experience supporting Australian businesses. We believe in putting people first and are proud to have developed a culture that fosters growth, collaboration and success.

About the role
We are looking for an experienced Senior Manager / Senior Financial Adviser to take a key leadership role within our Financial Services practice in Canberra. This is a significant opportunity for an established adviser who is ready to take ownership of an existing client portfolio, lead and develop a growing local team, and play an important role in the continued growth of RSM Financial Services in the Canberra market. You will inherit an established client portfolio generating approximately $300,000 to $400,000 in annual revenue, working with a diverse client base including professionals, SMEs and self-managed super fund clients. Importantly, this is more than a client servicing role. You will provide leadership to the Canberra team, build strong relationships across the broader RSM business and help identify opportunities to grow the Financial Services practice locally. For the right person, the opportunity offers a clear longer-term career pathway towards Director and ultimately Partner.

Key Responsibilities
In this role, you will:




- Lead and develop the Canberra Financial Services team, creating a high-performing and collaborative local practice.
- Manage and develop an established portfolio of Financial Services clients.
- Provide high-quality strategic financial advice tailored to clients' individual circumstances and objectives.
- Build trusted, long-term relationships with existing and prospective clients.
- Identify opportunities to grow both the client portfolio and the broader Canberra Financial Services business.
- Work collaboratively across RSM to identify opportunities to provide clients with access to the firm's broader professional services capability.
- Mentor and develop team members, supporting their technical and qualified growth.
- Maintain a strong focus on regulatory compliance, professional standards and high-quality client outcomes.
- Contribute to business development, networking and profile-building activities within the Canberra market.
- The position is intended to lead a Canberra team. About you
- Significant experience within financial advice, wealth management or a related Financial Services environment.
- More than five years demonstrated team leadership experience.
- A strong track record of managing and developing client relationships.
- Experience advising professional, SME and/or self-managed super fund clients.
- Appropriate qualifications and authorisations to provide financial advice in Australia.
- CFP and/or CFA qualifications are highly regarded.
- Strong commercial judgment and an ability to identify and develop business opportunities.
- Highly developed communication and relationship-building skills.
- A collaborative leadership style and the ability to work effectively a

📌 Senior Manager (Canberra)
🏢 RSMFS RSM Financial Services
📍 Canberra

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