Financial Planning Consultant - Toa Payoh
I am posting on behalf of another company called Advisors Alliance Group.
Company Description
Advisors Alliance Group (AAG) is a top-tier agency under AIA Singapore, part of AIA Group—the world’s second-largest life insurer and #1 by market capitalization.
As a premier agency within Singapore’s leading insurer, AAG is dedicated to developing top financial advisors through structured mentorship, career growth, and a client-first philosophy.
AAG has a proven track record of transforming professionals from diverse backgrounds into industry-recognized advisors. We were the first agency to achieve 100 International Dragon Awardees, a testament to our culture of excellence, continuous learning, and impact-driven financial advisory.
What You’ll Do- Develop strong client relationships and understand their financial needs
- Provide expert advice on investments, insurance, retirement, and estate planning
- Customize financial plans and recommend suitable financial products
- Stay up-to-date with market trends and regulatory changes
- Engage in professional networking and financial literacy initiatives to build trust and long-term client relationships
- Minimum full certificate in GCE "A" level (3 passes in H2 subjects and 2 passes in H1 subjects); or
- Diploma awarded by a polytechnic in Singapore; or
- International Baccalaureate Diploma qualification; or
- Any other academic qualification which is equivalent to the qualifications set out in the above
- All nationalities may apply, but this position is open only to individuals who do not require visa sponsorship and are eligible to work in Singapore
- Minimum age of at least 21 years old (as required by regulatory standards).
- Diploma/Degree in Finance, Business, Economics, or a related field
- Relevant certifications (e.g., CMFAS Modules 5, 9, 9A, HI) preferred
- Experience in social work, psychology, communication, marketing, education & training
- Flexible Work Arrangements – Autonomy over your schedule with hybrid options
- Performance-Driven Growth – Earnings are directly tied to effort and results
- Fast-Track Career Progression – Structured mentorship, leadership tracks
- Industry Recognition & Prestige – Be part of a team that sets industry benchmarks in financial advisory
- Meaningful Impact – Help clients achieve financial security while building your own legacy
- Self-Motivated & Disciplined – You take ownership of your career and put in the effort required to succeed
- Resilient & Adaptable – You see challenges as learning opportunities and push through setbacks
- Integrity-Driven – You act in your clients' best interests and uphold the highest ethical standards
- Entrepreneurial Mindset – You enjoy building something of your own, taking initiative, and seeking growth
- Continuous Learner – You are committed to professional development and staying ahead in financial advisory
- Critical Thinker & Problem-Solver – You analyze financial situations and develop strategic solutions for clients
No prior financial experience required! We provide structured training to help you succeed.
Career Progression & Support- Structured Training & Mentorship – Learn from top advisors and leaders.
- Fast-Track Promotions – Career progression based on performance, not tenure
- Leadership Development Tracks – Opportunities to lead teams and mentor future advisors
Ready to Build Your Future With AAG?
Apply now to kickstart your journey as a financial advisor!