Impactful Financial Planning Advisor

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

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.