Job Description

About Us

Summit Planners Invictus is where your financial future meets thoughtful planning.

We specialize in wealth management and estate planning, ensuring that your assets are safeguarded and efficiently passed on to those who matter most.

Our approach is simple yet powerful: we listen, we understand, and we craft strategies tailored to your life's journey.

Representing Manulife Financial Advisers, we're not just advisors--we're partners in securing your legacy and empowering your future.

At Invictus, we believe in building relationships for life, ensuring that your wealth is not just managed, but planned with purpose and care.

Roles & Responsibilities

Job description:

Client acquisition through various prospecting strategies. Review prospective/existing client portfolio. Propose solutions and planning for client investment and insurance needs. Client management and retention. Attend and respond to customer queries professionally. Service and review financial portfolios in maintaining a long-term customer relationship.

Learning

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program.

Who thrives here?/ Requirements

Diploma or Degree from a recognized institution in any field Passionate to make a difference Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind Outspoken with excellent communication & interpersonal skills Equally motivated by working independently as well as collaborating in a team

Are you ready? Click Apply now!

Limited Positions Available

Shortlisted Candidates will go through 3 rounds of interviews

At Invictus, we believe in Empowering a Happy, Abundant and Purposeful You.

Join us and build meaningful relationships as we walk with you toward financial freedom.

#SPInvictus #RelationshipsForLife

Job Type: Full-time

Pay: $3,500.00 - $6,500.00 per month

Benefits:

Flexible schedule Professional development
Education:

Local Polytechnic Diploma (Required)
Work Location: In person