Your Team
The Education, Engagement and Events team is part of CFS’s Distribution business unit which is accountable for CFS platforms, investments and corporate super sales. The role reports to the Director of Education, Engagement and Events and works closely with internal stakeholders across sales, marketing and technology as well as employer groups and third party investment partners.
Your Responsibilities
You will be responsible for managing end to end delivery of adviser and member education via the following programs.
Adviser Education Program – 10x
- Developing innovative content that addresses common challenges faced by financial advice businesses.
- Delivering education through webinars, workshops, digital platforms, and in-person events.
- Collaborating with internal stakeholders to ensure content accuracy and relevance. Measuring and refining program effectiveness based on feedback and analytics.
Member Education Program
- Developing Corporate Super education initiatives to increase employer engagement with CFS.
- Creating content that simplifies complex superannuation topics and leveraging digital tools and member portals/apps to deliver content at scale. Working with key internal stakeholders to ensure seamless integration across member touchpoints.
Your Capability and Experience
- Excellent knowledge of the financial advice industry.
- Strong understanding of investment fundamentals and portfolio construction.
- Comprehensive understanding of superannuation and relevant legislation.
- Superior communication skills and the ability to present to large audiences both face to face and virtually (between 10 - 500 approximately).
- Experience using webinar platforms (Teams, Zoom).
- Demonstrable organisational and time management skills. RG146 (or equivalent) required.
What to Expect
At 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:
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment Additional leave day to celebrate your birthday
CFS Culture
At 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.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where 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.
This role is based on Gadigal land (Sydney).