Pension & Financial Planning Advisor

About the job

Join DiLife

With over 15 years of experience in financial planning and advice, DiLife supports a discerning clientele in managing, optimising and planning their wealth.

Our mission is to build solid, sustainable and bespoke financial strategies, placing people, trust and excellence in advice at the heart of every collaboration.

As part of our development, we are looking for a Pension & Financial Planning Advisor wishing to commit long-term within an independent, innovative and fast-growing firm.

About DiLife

Since its inception, DiLife has had a clear ambition: to offer independent wealth advice based on expertise, proximity and a long-term vision.

Today, our firm supports individuals, entrepreneurs and families in their pension, retirement and wealth planning projects, with a comprehensive and personalised approach.

Our development also relies on innovation thanks to Pillarum, our in-house developed digital platform that simplifies and optimises the search for pension solutions.

Our teams operate within ARCADE, a modern space bringing together several complementary areas of expertise in an environment designed to foster collaboration, excellence and innovation.

Your responsibilities

You support your clients in building and evolving their wealth strategy.

In this capacity, you will be expected to:

• Develop and retain your client portfolio.
• Conduct pension analyses and personalised financial planning.
• Advise your clients on the following topics: occupational pension (LPP); vested benefits; third pillar; retirement optimisation; wealth planning.
• Ensure regular follow-up and build a long-term relationship of trust.
• Actively contribute to the firm’s development through your ability to qualitatively grow your portfolio.

At DiLife, we primarily seek trusted advisors capable of supporting their clients long-term through the quality of their expertise and guidance.

Your profile

Education

• AFA certification mandatory or in progress.
• Additional training in financial planning is an asset.
• Experience in financial, banking or wealth advisory is desirable.

Your qualities

You are:

• driven by a genuine entrepreneurial spirit;
• endowed with excellent commercial skills focused on portfolio development and building lasting relationships;
• recognised for your organisational skills, autonomy and rigour;
• solution-oriented, with strong listening and analytical abilities;
• motivated to thrive in a demanding environment where quality advice is paramount.

What we offer you

• A premium working environment within ARCADE, a place designed to encourage exchange, innovation and excellence.
• Efficient digital tools, including Pillarum, developed to optimise your daily work and enrich the client experience.
• A passionate, committed and caring team.
• An attractive remuneration package composed of a fixed salary and an incentivising variable pay system.
• Real autonomy in organising your activity.
• Continuous training and support in your professional development.
• Genuine career prospects within a rapidly growing firm.

Why join DiLife?

Joining DiLife means becoming part of an independent firm that combines expertise, innovation and proximity.

It means working in a modern environment where tools, working methods and quality exchanges allow each team member to fully develop their potential and offer excellent support to their clients.

If you wish to join an ambitious team, share strong values and contribute to the development of a firm recognised for its professionalism, we would be delighted to meet you.

Interested?

Send us your CV along with a few lines about your background and motivations. We look forward to speaking with you.