Pension & Financial Planning Advisor

• 06 August 2026 • 80 - 100% • Indefinite duration • English (Elementary), French (Fluent) • Route de Saint-Julien 7/9, 1227 Carouge • Log in to see the jobup.ch salary estimate Join DiLife ## With more than 15 years of experience in financial planning and advice, DiLife accompanies a demanding clientele in the management, optimization, and planning of their assets. Our mission is to build solid, sustainable, and tailor-made financial strategies, placing the human element, trust, and excellence of 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 rapidly growing firm.   About DiLife ## Since its creation, DiLife has set a clear ambition: to offer independent wealth management advice, based on expertise, proximity, and a long-term vision. Today, our firm accompanies individuals, entrepreneurs, and families in their pension, retirement, and wealth planning projects, with a global and personalized approach. Our development also relies on innovation thanks to Pillarum, our internally developed digital platform, which simplifies and optimizes the search for pension solutions. Our teams evolve within ARCADE, a modern space bringing together several complementary expertises in an environment designed to promote collaboration, excellence, and innovation.   Your missions ## You accompany your clients in the construction and evolution of their wealth strategy. In this capacity, you will be required to: • Develop and retain your client portfolio. • Perform pension analyses and personalized financial planning. • Advise your clients on the following topics: occupational pension (LPP); vested benefits; 3rd pillar; retirement optimization; wealth planning. • Ensure regular follow-up and build a relationship of trust over the long term. • Actively participate in the development of the firm thanks to your ability to develop your portfolio qualitatively. At DiLife, we are primarily looking for trusted advisors, capable of accompanying their clients over the long term thanks to the quality of their expertise and support.   Your profile ##   Education ### • Mandatory or ongoing AFA certification. • Additional training in financial planning is an asset. • Experience in financial, banking, or wealth advisory is desired. Your qualities ### You are: • driven by a true entrepreneurial spirit; • endowed with an excellent commercial capacity oriented towards portfolio development and the creation of lasting relationships; • recognized for your sense of organization, autonomy, and rigor; • solution-oriented, with a strong capacity for listening and analysis; • motivated to evolve in a demanding environment where the quality of advice prevails.   What we offer you ## • A high-end working environment within ARCADE, a place designed to promote exchanges, innovation, and excellence. • High-performance digital tools, including Pillarum, developed to optimize your daily life and enrich the client experience. • A passionate, committed, and benevolent team. • Attractive remuneration consisting of a fixed salary and a motivating variable remuneration system. • Real autonomy in the organization of your activity. • Continuous training and support in your professional development. • Real prospects for evolution within a rapidly growing firm.   Why join DiLife? ## Joining DiLife means joining an independent firm that combines expertise, innovation, and proximity. It means evolving in a modern environment where tools, working methods, and the quality of exchanges allow each collaborator to fully develop their potential and offer excellence in support to their clients. If you wish to join an ambitious team, share strong values, and contribute to the development of a firm recognized for its professionalism, we will be delighted to meet you.   Interested? ## Send us your CV accompanied by a few lines about your background and your motivations. We look forward to discussing with you.