We seek professionals who share a working style based on independence, technical expertise, and a focus on client relationships. The career path combines mentoring, training, and increasing responsibility within a firm that serves private clients, businesses, and organizations.
Independent financial advisory requires study, active listening, and the ability to explain complex decisions. At TM & PARTNERS SCF, new professionals work alongside more experienced colleagues and deepen their skills through internal training and case-based collaboration.
Career paths can focus on planning, wealth and risk analysis, retirement planning, corporate finance, or real estate. Each specialization integrates into the TM Progress method and the work of a team with defined roles, all dedicated to meeting the client's actual needs.
Opportunities are divided into two areas: planning and client relations, and technical and administrative. Review the role details and include the reference code in your application.
A career path for those wishing to qualify for the OCF registry and learn to integrate analysis, the TM Progress method, and client relations.
For independent financial advisors or those authorized for off-premises distribution, with experience and an established client portfolio, interested in developing their business using the TM Progress method.
A path toward OCF qualification with a focus on financial analysis, portfolios, and risk management.
Organizational support for the activities of independent financial advisors, focusing on administration, internal procedures, and operational coordination.
The TM & PARTNERS SCF course combines study with practical application. It covers topics useful for OCF exam preparation, while interactions with professionals and real-world case studies provide insight into the daily work of an independent financial advisor.
The program begins with the advisor's role, financial markets, and asset allocation. It delves into taxation, pension planning, life insurance, and the regulatory framework for advisors and intermediaries. The workshop component includes portfolio analysis and construction, real-world case studies, the TM & PARTNERS SCF Progress method, and an OCF exam simulation with a final review. A certificate of participation is provided.
The course is designed for individuals holding a high school diploma—preferably with a background in economics or finance—or those with at least three years of experience in the financial, insurance, or pension sectors. It is aimed at people interested in financial markets and a profession rooted in expertise and independence.
Individuals who develop the necessary skills and meet the role requirements may be considered for future collaborations with TM & PARTNERS SCF in the professional areas outlined on this page. The training program thus offers an opportunity to learn the firm's working methods and build a potential career path within the organization.
Please include the position reference, briefly describe your skills, and attach your CV to the message sent to TM & PARTNERS SCF. You can use the same contact details for information regarding opportunities.
