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[Expired] Financial Planner

Vision Advisory
Posted On :11 Sep 2013


Job Summary

  • Salary:   Undisclosed
  • Work Type: Permanent / Full Time
  • Min. Education Level: Diploma
  • Field of Study: Financial Planning, Finance, Wealth Management
  • Skills: Sales

Job Descriptions

We are looking for positive, self-driven and goal-setters to join our winning team.


As a Financial Planner, you will learn to use PLAN RIGHT™ - an unique and personalized financial planning tool that can help your clients to identify their needs, gather and analyse their current situation, develop and implement solutions, and evaluate the performance of the solution, to address their concerns.


  • Career Developement

    The path of an experienced Financial Planner or Manager is yours to choose as you progress in this career. 

    As an experienced Financial Planner, you can continue serving your clients personally and walk with them throughout the various lifestages of their financial lives. 

    As a Senior Manager, your success will be achieved through recruiting and developing Financial Planners under your charge. 

    Whichever path you choose, you will find room for growth and a rewarding career with Manulife.


  • Rewards, Incentives and Recognition

    Your performance will be acknowledged through a range of recognition programs which includes:

    - Million Dollar Round Table

    - Excel Club

    - Top Financial Planners and Managers of the Year Awards

    - Overseas Conference and Incentive Trips

    - Recognition in Company Publications and Newspaper Advertisements

    - Additional Benefits such as Health and Personal Accident Insurance

Growth and Development

  • Our training culture and platform will help you acquire the relevant skills and knowledge to understand your clients' financial aspirations, identify their financial needs and provide them with suitable soulutions to fulfill their financial goals. We also aim help you acquire your full potential in your career, either as a Financial Planner or as a Manager.


  • Our dedication towards continuous professional personal development will ensure you are always relevant in the evolving financial sector.

Job Benefits


  • Above 21 years old
  • Singaporeans or Singapore PR
  • M5, M9, M9A, HI certification is an added advantage

About This Company

  • Vision Advisory
    Banking / Finance / Insurance / Investment / Securities

Vision Advisory... is a specialist financial planning group based in Singapore. Vision Advisory represents Manulife (Singapore) Pte Ltd and is led by Executive Director, Tony Cheng. Established in 2003, with a strong team of more than 70 fully qualified Financial Planners and Managers.

Our passionate and highly skilled team will tell you that a career with Vision Advisory is both rewarding and fulfilling. Our outstanding reputation as leaders in our field, having achieved Highest Growth of the Year in 2010, Top Branch of Year 2011 & 2012 with Manulife Singapore and our unparalleled training programmes, allow us to attract and recruit the very best talent. We invite you to learn more about our organisation and the opportunities open to you as a trainee Financial Planner, or perhaps for your next career move in this industry.
Our vision
To continue our growth as a sought-after financial planning agency and to be recognised as the most reputable, successful agency representing Manulife in Singapore.
Our training and support programme

The unique training culture at Vision Advisory will help you to acquire the knowledge and skills you need to be able to effectively investigate your clients’ financial aspirations, identify their financial needs and provide them with exactly the right products to fulfil their financial goals. Similarly, the programme will allow you to attain your career goals and realise your full potential.

We have a strong administration support system to assist our Financial Manager and Planners and as such, paperwork is kept to a minimum. Our client-facing staff have more time to spend with clients, to attend training sessions and to concentrate on formulating financial strategies.

Rewards and recognition

Our attractive remuneration and incentive programmes are designed to reward you handsomely for your efforts. Entirely based on results, our reward schemes give you the opportunity to earn the income and recognition you desire. As a Financial Planner or a Manager, your income potential is limitless.

Our Motto : “Change Your Life, We Care”

Branch Past Achievements:

• Top Branch of the Year 2011 & 2012
• Branch with Highest Growth of the Year – Y2010
• Excel Club (Director) – Titanium (Y2010-Y2012)
• 1stRunner-Up Director (NAC) – Y2009,Y2010
• 2ndRunner-Up Director (Cases) –Y2007
• 1stRunner-Up Director (NAC) – Y2006
• Star Excellence Awards Recipient – Y2005
• Top Director of the Year (NAC) –Y2005, Y2011 & Y2012
• Top Director of the Year (Recruitment) – Y2005
• Director of the Year – Overall Winner (Y2005, Y2006, Y2011)
• Leadership Awards – Platinum (Y2004-Y2012)

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