Investment Consultant

FinAIMS is expanding our advisory team and looking for motivated Unit Trust Consultants who want to grow their practice in a structured, collaborative, and client-focused environment.

This role is fully commission-based, designed for individuals who value flexibility, performance-driven income, and long-term practice building.

Role Overview

As a Unit Trust Consultant at FinAIMS, you will guide clients in building investment portfolios aligned with their goals, risk profiles, and life stages. You will be supported with advisory frameworks, tools, and a growing investment community platform.

Key Responsibilities

• Provide unit trust advisory aligned to client goals and risk profiles

• Conduct portfolio reviews and investment health checks

• Build and maintain long-term client relationships

• Support clients with asset allocation and portfolio monitoring

• Participate in investment discussions and committee updates

• Collaborate with internal teams on financial planning initiatives

• Contribute to client education through workshops and engagement sessions

Requirements

• FIMM licensed (or willing to obtain licence)

• Experience in unit trust advisory or financial services preferred

• Strong interest in investment planning and portfolio construction

• Good communication and relationship-building skills

• Self-driven with professional work discipline

What We Provide

• 100% commission-based structure with uncapped income potential

• Structured advisory positioning, not pure product selling

• Access to investment committee insights and portfolio guidance

• Client engagement tools and presentation materials

• Training and competency development support

• Collaborative and supportive team environment

• Opportunity to grow into broader financial advisory roles

Ideal Candidate

You enjoy working with clients long term, believe in portfolio-based investing, and want to build a sustainable advisory practice rather than transactional sales.