{"id":4323567,"url":"https://alion.io/job/colonial-first-state-financial-adviser","title":"Financial Adviser","company":{"id":3212956,"name":"Colonial First State","domain":"colonialfirststate.com.au","url":"https://alion.io/company/colonialfirststate","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hawthorn East, Australia","Sydney, Australia"],"countries":["AU"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T00:03:26Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-14T22:14:02Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.\nYour Team\nThe Super Advice team is part of CFS's Customer Office and plays a key role in helping direct customers make informed decisions about their superannuation and retirement. Reporting to the Director, Direct Member Advice Solution we have an incredible opportunity for multiple Financial Adviser roles to join our Super Advice team across Melbourne or Sydney.\nOur purpose is to improve the financial wellbeing of customers by providing accessible, scalable and high-quality personal advice within the intrafund framework. Through a combination of experienced advisers, contemporary advice technology and data-driven insights, we help customers navigate important financial decisions including investment choice, superannuation contributions, retirement planning and pension commencement.\nYour Responsibilities\nDelivery of Financial Advice to CFS Direct Customers covering such needs as investment Advice, optimisation of superannuation contributions, and allocated pension advice.\n\nAct in customers' best interests and comply with all legal, regulatory, licensee and CFS requirements.\n\nCollaborate with referral channels and business partners to improve customer access to advice.\n\nDeliver quality advice to customers leading to higher rates of Customers Satisfaction and Retention\n\nHelp make quality financial advice more accessible to a greater number of CFS direct customers.\n\nContribute to the ongoing growth and evolution of the Super Advice business by identifying opportunities to improve how advice is delivered, supporting a culture of quality and professionalism, and helping ensure customers receive advice that is both valuable and accessible.\n\nYour Capability and Experience\nFully qualified under the FASEA educational standards.\n\nThree years on the Financial Adviser register, or previously have been on the Financial Adviser register.\n\nCurrent compliance with all continuing professional development and professional standards obligations.\n\nOperated as a Strategic Financial Adviser providing advice with respect to Superannuation strategy and retirement income options.\n\nExperience providing retail financial advice either comprehensively or as limited scope advice.\n\nAbility to build rapport, simplify complex concepts and engage effectively with customers from diverse backgrounds.\n\nDemonstrated ability to work effectively within structured advice frameworks, systems and processes.\n\nFamiliar with intrafund advice principles is highly desirable\n\nCustomer-focused and outcomes-driven.\n\nExceptional communication and stakeholder management skills\n\nStrong judgement and decision-making capability.\n\nCurious, adaptable and open to new ways of working. \nCollaborative and supportive team contributor. \nWhat to Expect\nAt CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:\nAccess to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions \nSupport with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution\nAccess to 24/7 confidential support covering safety, medical and mental health services \nAdditional leave day to celebrate your birthday\n\nLife Leave - 3 days per annum to focus on your wellbeing or celebrate a special event\nExclusive discounts on retail, travel and entertainment\nCFS Culture\nAt CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.\nApply today and join us in helping Australians to achieve their financial freedom.\nPlease note, CFS requires all candidates to have full work rights in Australia.\nWhere we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.\nThis role is based on Gadigal Land (Sydney) or Wurundjeri Woi Wurrung land (Melbourne, VIC).","description_format":"text","description_chars":4924,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-14T22:14:02Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":26,"reasons":["conf:2","win:early"],"computed_at":"2026-11-15T00:16:47Z"},"pay":null,"html_url":"https://alion.io/job/colonial-first-state-financial-adviser","json_url":"https://alion.io/job/colonial-first-state-financial-adviser.json","meta":{"generated_at":"2026-11-15T00:16:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":497,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3212956},"rest":"https://alion.io/mcp/rest/get_company?id=3212956"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcolonial-first-state-financial-adviser"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcolonial-first-state-financial-adviser"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcolonial-first-state-financial-adviser"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/colonial-first-state-financial-adviser\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcolonial-first-state-financial-adviser"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4323567}},{"tool":"search_jobs","arguments":{"company":"colonialfirststate.com.au","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4323567},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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