Financial Planner

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd); Selangor; On-site; MYR 33,000 - 89,000; Full time

Benefits offered by this job

Commission-based structure

No fixed salary

Flexible working hours

Build your own advisory business

Gain financial expertise

Manage your finances better

Path to leadership and management

Virtual office locations (Sabah/Johor)

Incentive trips/rewards

Job summary

Firmus Financial Sdn Bhd (formerly Money Sense Advisory Sdn Bhd) – Petaling is seeking candidates with a background in finance or business for a client advisory role in financial planning. Fresh graduates and career switchers are welcome.

Strong communication and a professional mindset are essential as you help clients with insurance, investments, retirement, and wealth strategies. Applicants should be self-motivated, results oriented, and willing to travel with their own transport.

Qualifications

• Diploma and above in any field is required or preferred.
• Background in Financial Planning / Finance / Business is an advantage (not mandatory).
• 3 years in sales is preferred (not mandatory).
• Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
• Fresh graduates, professionals & career switchers are encouraged to apply.
• Good communication & interpersonal skills are essential.
• Results oriented, eager to learn, self-motivated, client-focused, high integrity and professional mindset.
• Must possess own transport and be willing to travel to meet clients.

Responsibilities

• Client advisory: Analyze clients' financial needs and recommend suitable solutions including insurance, investment, retirement, debt management, risk management and estate planning.
• Continued professional development through training and meetings.
• Relationship building: Develop and maintain long-term client relationships.
• Compliance: Meet CPD hours and uphold high professionalism as required by authorities.

Skills

Good communication & interpersonal

Education

Diploma and above in any field

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) – Petaling

Background in Financial Planning / Finance / Business is an advantage (not mandatory)

Experience

• 3 years in sales preferred (not mandatory).
• Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
• Fresh graduates, professionals &career switchers are encouraged to apply

Skills

• Good communication & interpersonal skills

Characteristics

• Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset

Others

• Must possess own transport and are willing to travel to meet clients.
• Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record.

Requirements

• Education: Diploma and above in any field
• Background in Financial Planning / Finance / Business is an advantage (not mandatory)
• 3 years in sales preferred (not mandatory).
• Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
• Fresh graduates, professionals &career switchers are encouraged to apply
• Good communication & interpersonal skills
• Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset
• Must possess own transport and are willing to travel to meet clients.
• Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record.

Responsibility

• Client Advisory: Analyse clients' financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
• Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
• Relationship Building: Build and maintain long-term, trusted relationships with clients.
• Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities

Benefits

• Commission-based structure
• No fixed salary provided
• Flexible Working Hours: Plan and manage your own schedule
• Entrepreneurship: Build your own financial advisory business at low startup cost.
• Gain first-hand financial expertise
• Manage your own finances better
• Work towards long-term FINANCIAL FREEDOM
• Career Growth Path: Progression from Licensed Financial Planner to Team Leader and Management Roles
• Virtual Office: Kota Kinabalu (Sabah), Johor Bahru (Johor), Sg Petani (Kedah)
• Recognition: Performance awards and incentive trips / rewards