Financial Services Consultant

AIA Singapore; Singapore; On-site; SGD 42,000 - 72,000; Full time

Job summary

TrueNorth Financial, an authorised representative of AIA Singapore, is hiring a full-time Financial Services Consultant in Singapore. You will guide clients through financial planning, retirement strategies, and investment decisions to support their journeys.

Join a mentorship-driven team that values autonomy, client relationships, and professional growth. You’ll deliver personalised planning, rebalance portfolios, and prepare plans to ensure accuracy and suitability.

Qualifications

• Diploma, Degree, or higher qualification is required.
• Singaporean or Permanent Resident status is preferred.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Deliver personalised financial planning support for clients at every life stage.
• Provide timely investment updates and rebalance portfolios as needed.
• Build and maintain strong, long-term client relationships.
• Prepare and review financial plans to ensure accuracy and suitability.

Skills

Communication skills

Interpersonal skills

Education

Diploma or degree or higher

Job description

Are you ready to build a career that challenges you, rewards you, and makes a real difference? At TrueNorth Financial, you’ll guide clients through their financial journeys, develop your expertise, and grow a career with real impact. Whether you’re a recent graduate starting your professional path or a mid-career professional seeking a meaningful change, this role gives you the mentorship, tools, and opportunities to succeed while helping others achieve their financial goals.

Why Join Us?

• Meaningful Impact: Help clients protect their wealth, plan for retirement, and secure their families’ future. Your advice and guidance create real, tangible results.
• Collaborative Excellence: Work alongside experienced advisors in a team-oriented environment where mentorship, guidance, and shared success are part of our culture.
• Unlimited Growth Potential: Access training, tools, and resources designed to accelerate your career faster than in traditional paths.
• Recognition That Counts: Your results are visible, valued, and rewarded—success here is earned and celebrated.
• Autonomy & Ownership: Take charge of your career and client relationships while building a legacy you can be proud of.

About TrueNorth Financial

Since 1996, TrueNorth Financial Organisation has represented AIA Singapore, providing trusted financial advisory services to individuals and corporations. A Top 10 organisation in AIA Singapore and a President Club awardee in AIA Group.

Role Description

We are hiring a full-time Financial Services Consultant based in Singapore. You will provide holistic guidance on financial planning, retirement strategies, and investment decisions, supporting clients through every stage of their financial journey.

Responsibilities

• Deliver personalised financial planning support for clients at every stage of life
• Provide timely investment updates and rebalance portfolios as needed
• Build and maintain strong, long-term client relationships
• Prepare and review financial plans to ensure accuracy and suitability

Qualifications

• Diploma, Degree, or higher qualification
• Singaporean or Permanent Resident
• Strong communication and interpersonal skills

*Terms and conditions apply*

Authorised representative of AIA Singapore Private Limited