Financial Services Consultant

AIA Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

TrueNorth Financial seeks a Financial Services Consultant for a full-time role in Singapore. You will guide clients through financial planning, retirement strategies, and investment decisions, supporting clients at every life stage.

This position offers mentorship, tools, and growth opportunities within a team-led environment. The ideal candidate has a diploma or degree and strong communication skills, with eligibility for Singaporean or PR status.

Qualifications

• Diploma or Degree or higher qualification required.
• Singaporean or Permanent Resident status required.
• Strong communication and interpersonal skills desired.

Responsibilities

• Deliver personalised financial planning support for clients.
• 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

Strong communication

Interpersonal skills

Education

Diploma or Degree

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