Financial Planner Jobs in Clayton VIC

5 roles available

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  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    Melbourne, Victoria(16.8 km)
    Posted 22 days ago
    Contract
    Provide frontline education support and general advice on wealth-related needs to customers as part of the Wealth Concierge team.
    Assist customers in accessing self-serve options or referrals to financial planners while meeting service KPIs.
    Work in a hybrid model with flexible hours, contributing to a supportive team environment focused on customer impact and career progression.

  • Planning Assistant - Retail

    Target Australia Pty Ltd
    Chadstone, VIC(4.7 km)
    Posted 62 days ago
    Full-Time
    Support the Planning team by conducting sales, sizing, and regional analysis reporting to inform strategic decisions.
    Manage the setup of seasonal planning documents and produce post-seasonal reports to enhance planning processes.
    Utilise strong analytical and communication skills to present insights and recommendations effectively in meetings.

  • Adviser Support (Strategic Financial Planning) - JBWere – Melbourne CBD

    National Australia Bank Ltd.
    Melbourne, Victoria(16.8 km)
    Posted 36 days ago
    Permanent
    Provide high-quality technical and analytical support to Advisers in strategic financial planning for high-net-worth clients.
    Prepare and maintain Statements of Advice (SOAs) and Records of Advice (ROAs) ensuring compliance and accuracy.
    Collaborate effectively with Advisers and internal stakeholders while managing priorities in a fast-paced environment.

  • Forecast Analyst (12 Month FTC)

    Kmart Australia Limited
    Chadstone, VIC(4.7 km)
    Posted 68 days ago
    Contract
    Collaborate with Merchandise Planning team to optimise inventory levels and achieve financial KPIs.
    Enhance forecast accuracy and provide insights to stakeholders for informed decision-making.
    Build and maintain relationships with key stakeholders while supporting continuous improvement in demand planning.

  • Inventory Planner - 12 Month Contract

    Bunnings
    Melbourne, Victoria(16.8 km)
    Posted 74 days ago
    Ensure optimal stock levels through demand forecasting and replenishment planning.
    Collaborate with various teams and suppliers to maintain smooth stock flow and accurate forecasts.
    Utilise strong analytical skills and experience in inventory planning to drive financial outcomes.
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