Financial Planner Jobs in Selangor - August 2026 - Urgent Hiring

Flexible schedule
Opportunities for promotion
Professional development ...

Posted

3 days ago

Blueprint Planning International Sdn Bhd

Undisclosed

Sales Manager (Wealth Planner) Sales Manager (Wealth Planner)

Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based financial strategies for clients.
Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolios and recommend suitable investment solutions.
Candidates should possess core Financial Advisory skills to provide ethical, client-focused guidance aligned with regulatory standards and best practices. ...

Posted

4 days ago

TRU Wealth Advisory

Undisclosed

Damansara Jaya

Build and manage long-term client relationships
Identify new business opportunities through networking and referrals
Provide personalized solutions based on client needs ...

Posted

4 days ago

Madinah Group

MYR15,000 - MYR15,000 Per Month

Wealth planner Wealth planner

Kajang

Proficient in both Bahasa Malaysia and English
Basic computer literacy, including Microsoft Word and Excel
Strong communication and interpersonal skills ...

Posted

4 days ago

Legally Insured

Undisclosed

Specialist, Financial Planning - Analysis Specialist, Financial Planning - Analysis

Conduct financial reviews to understand clients' goals, needs and financial priorities.
Develop personalised financial strategies covering wealth accumulation, protection and legacy planning.
Advise clients on solutions including investment planning, retirement planning, medical protection, income protection and estate planning. ...

Posted

8 days ago

MSD

Undisclosed

Collaborate with finance team & business units to develop annual budgets and periodic forecasts.
Include forecast data from Finance Business Partners and support areas into company forecasting systems; validating planning assumptions & ensuring accuracy of planning inputs (gross to net, pricing, sales units, expenses and headcount)
Provide additional support to Finance Business Partners during forecast cycles. ...

Posted

9 days ago

Madinah Group

MYR3,000 - MYR10,000 Per Month

Wealth Planner Wealth Planner

Damansara Utama

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

11 days ago

TRU Legacy Malaysia Sdn. Bhd.

Undisclosed

WEALTH PLANNER EXECUTIVE WEALTH PLANNER EXECUTIVE

Candidates should possess strong Financial Planning skills, including client needs analysis and long-term goal setting.
Candidates should possess skills in Investment Management and Investments to design and monitor diversified portfolios.
Candidates should possess solid Finance knowledge, including basic tax, retirement, and risk management concepts. ...

Posted

11 days ago

THE AGENCY GROUP (TAG)

MYR1,700 - MYR1,700 Per Month

PROTEGE Finance PROTEGE Finance

Perancangan kewangan
Perancangan hibah dan legasi
Perlindungan perubatan (Medical Card) ...

Posted

13 days ago

Farm Fresh Digital Sdn Bhd

MYR2,000 - MYR2,000 Per Month

PLANNER EXECUTIVE PLANNER EXECUTIVE

Prepare and monitor daily settlement reports for e-commerce platforms, including Shopee, Lazada and TikTok to ensure the accuracy and completeness of transactions.
Consolidate and prepare monthly settlement summary reports, including reconciliation of sales, collections, fees, and platform deductions.
Assist in resolving the discrepancies related to wrong deliveries, missing items, failed transactions, refunds, and other order-related issues in collaboration with relevant stakeholders. ...

Posted

16 days ago

JAJAN VIRAL WHOLESALES CITY SDN BHD

MYR2,000 - MYR4,000 Per Month

Sungai Buloh

Forecast product demand based on sales trends, historical data, and market requirements.
Prepare and maintain inventory replenishment plans to ensure optimum stock levels.
Monitor stock movement, inventory turnover, and aging stock. ...

Posted

17 days ago

Madinah Group

MYR3,000 - MYR10,000 Per Month

Personal Financial Consultant - Petaling Jaya Personal Financial Consultant - Petaling Jaya

TTDI Jaya

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

18 days ago

OCBC

Undisclosed

Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
Develop and execute sales strategies to achieve business targets and expand your customer base ...

Posted

18 days ago

AIA Bee Malaysia

Undisclosed

Senior Associate Consultant, Financial Planning, Data, and Analysis Senior Associate Consultant, Financial Planning, Data, and Analysis

Candidates should possess strong skills in Financial Planning and Financial Advisory.
Candidates should possess solid knowledge and practical experience in Finance and Investments.
Candidates should possess expertise in Retirement Planning and related long-term financial strategies. ...

Posted

18 days ago

Vinry Digital

Undisclosed

Wealth Planner Wealth Planner

Positive in their thinking
Able to manage oneself, team members and clients under high pressure environment in a professional manner
Value the importance of being collaborative ...

Posted

22 days ago

TMC INTERNATIONAL CONSULTANCY

Undisclosed