Financial Planner 

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  • Date Listed08/04/2021
  • Job TypeFull-Time
  • Company NameFiniscope
  • Education LevelDiploma

Financial Planner

The Role:

A Rewarding Career as a Financial Planner Awaits You

We are looking for bright individuals who would like to join us as a Financial Planner. If you are highly motivated, hardworking, trustworthy and approachable, you are the one we are looking for!


We will sponsor you for the CMFAS examinations, upon your official appointment, you will also receive an attractive allowance package and unparalleled establishment funding to provide you with a stable income as you start building your business


  • Build & Maintain Clientele Base.
  • Explain to Clients the Comprehensive & Diversified Range of Products and Services We Offer.
  • Fact Find on Clients’ Financial Information and Establish their Financial Objectives.
  • Analyze Financial Information to Design the Strategies for Achieving Clients’ Financial Goals.
  • Follow-up with Clients Periodically on Their Financial Status, Re-Establish the Clients’ Financial Objectives and Revise / Upgrade the Financial Plan.

Benefits and Rewards:

  • Making a difference in other's lives
  • Flexibility and work-life balance
  • Achieve financial freedom
  • Cultivate your entrepreneurial aspirations
  • Continuous training and development
  • Establishment allowance of up to 24 months for selected candidates* ($2,000-$4,000)
  • Tablet to be given to successfully contracted candidate*

*Terms & Conditions apply.

Job Requirements:

  • At least a full certificate in GCE'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination
  • Singaporean and Singapore PR only
  • At least 21 years old. This is a regulatory requirement (MAS).
  • Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.
  • Full time & Part time position available
  • Degree Students or Fresh Graduates are welcome to apply

To apply, please send your resume to us by clicking on "Apply Now" button below.
Only shortlisted candidates will be notified.

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