Financial Planner - Expression of Interest, Melbourne

  • Provide valuable advice and empower customers to make the right decisions that will help them to achieve their short and long-term goals
  • The team is responsible for driving excellence in sales capability and for defining and executing a global advice and distribution proposition
  • Work with a team that values collaboration and innovation

About The Role

Role Location: Bayside, Melbourne CBD, North West, South Eastern Region, or Eastern Region

Role Type: Multiple opportunities; Permanent role


As a Financial Planner, you will be responsible for building the ANZ Financial Planning business by developing productive relationships with customers and dynamically offering advice, products and services to meet their needs. This can be done by providing advice on investment and risk products to ANZ customers that are either referral clients from across several branches, or their own networks.


About You

To be successful in this role, you will ideally bring the following:

  • Completion of ADFS or equivalent
  • Relevant degree highly desirable
  • Must be eligible to hold membership of the Financial Planning Association of Australia
  • RG 146 compliant for providing retail financial products advice
  • Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence
  • Attain and maintain the 5 Australian Securities & Investments Commission core competencies for providing advice to customers (Advisory - Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
  • Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance, Gearing Products)
  • Demonstrated sales prospecting skills with a proven track record of achieving sales targets or results, ideally gained within the financial services industry.
  • Strong networking and client management skills
  • Ability to use initiative and work autonomously in ensuring deadlines are met.
  • Previous experience in producing financial plans and dispensing advice for a variety of client needs
  • Demonstrated high-level influencing and negotiation skills
  • High-level communication skills, both written and verbal
  • Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management.

About ANZ

At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.


We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.


A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.

At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.

We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.

To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number Taleo Job Code CIT003109.


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