Financial Advisor

Manulife Philippines; Bohol; On-site; PHP 200,000 - 400,000; Full time

Job summary

Manulife Philippines is seeking a full‑time Financial Advisor in Bohol, Philippines. You will meet clients to assess financial goals, analyze their situation, and tailor financial, insurance, and investment solutions.

You’ll develop comprehensive retirement plans, present options clearly, and help clients make informed decisions. You will regularly review portfolios, monitor market developments, and adjust strategies to support long-term objectives while building a client base through networking

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field is preferred
• Experience in financial planning or advisory with client-focused solutions
• Knowledge of investments, risk assessment, diversification and portfolio management
• Ability to design retirement plans and long-term financial strategies
• Excellent communication and presentation skills for clear client guidance
• Willingness to learn Manulife products, systems, and compliance requirements

Responsibilities

• Meet with clients to understand financial goals and current situation
• Analyze client financials and recommend suitable financial, insurance, and investment solutions
• Develop comprehensive financial and retirement plans and present options clearly
• Regularly review client portfolios and adjust strategies as market conditions change
• Build and maintain a client base through networking, referrals, and community outreach
• Ensure all activities comply with regulatory and company standards

Skills

Financial Planning

Financial Advisory

Investments

Portfolio Management

Communication

Regulatory Compliance

Relationship Building

Sales Target Achievement

Education

Bachelor’s degree in Finance/Business/Economics

Relevant certifications (advantageous)

Tools

CRM software

Job description

Company Description

Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia, and primarily as John Hancock in the United States. The company delivers financial advice, insurance, and health solutions to individuals, groups, and businesses, as well as global investment solutions and retirement plan services through Manulife Wealth & Asset Management. With over 37,000 employees, more than 106,000 agents, and extensive distribution partners, Manulife serves over 37 million customers in 25 markets worldwide. The company is publicly traded on the Toronto, New York, and Philippine stock exchanges under the symbol “MFC” and on the Hong Kong stock exchange as “945.” Not all products and services are available in every jurisdiction, and more information can be found at manulife.com.

Role Description

This is a full-time, on-site Financial Advisor role based in Bohol, Philippines. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and recommend suitable financial, insurance, and investment solutions. The role includes developing comprehensive financial and retirement plans, presenting product options clearly, and helping clients make informed decisions. The Financial Advisor will regularly review client portfolios, monitor market developments, and adjust strategies as needed to support long-term objectives. Responsibilities also include building and maintaining a client base through networking, referrals, and community outreach, as well as ensuring all activities comply with regulatory and company standards.

Qualifications

• Strong knowledge and practical experience in Financial Planning and Financial Advisory to assess client needs and deliver tailored solutions.
• Solid understanding of Finance and Investments, including risk assessment, diversification, and portfolio management.
• Experience or training in Retirement Planning, with the ability to design long-term strategies for income, protection, and wealth preservation.
• Excellent communication, interpersonal, and presentation skills, with the ability to explain complex financial concepts in clear, accessible language.
• Customer-focused mindset with a high level of integrity, professionalism, and commitment to ethical standards.
• Ability to work independently, manage time effectively, and meet sales and service targets in an on-site environment.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred; relevant certifications (e.g., financial planning or investment licenses) are an advantage.
• Willingness to learn Manulife products, systems, and compliance requirements, and to participate in ongoing training and professional development.