Financial Advisor

Manulife Philippines; Lapu-Lapu; Hybrid; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Full-time role

Job summary

Manulife Philippines is seeking a dedicated Financial Advisor for a full-time role in Dumaguete with hybrid work flexibility. You will provide tailored financial guidance to individuals and families, assessing needs and designing plans that align with goals and risk tolerance.

Responsibilities include meeting clients, explaining insurance and investment solutions, reviewing plans periodically, and staying compliant with regulations while building a strong client portfolio through networking and

Qualifications

• Bachelor’s degree in finance, business, economics, or related field preferred.
• Professional certifications (e.g., CFP) are an advantage.
• Strong skills in financial planning and advisory to assess client needs and design strategies.
• Solid understanding of finance and investments to explain products and wealth-building.
• Excellent communication and interpersonal skills for clear explanations.
• High integrity, professionalism, and regulatory compliance.
• Proven client relationship management abilities and a customer-centric mindset.
• Ability to work in a hybrid environment and meet targets.

Responsibilities

• Provide comprehensive financial guidance to individuals and families.
• Assess financial needs and develop tailored financial plans.
• Recommend insurance and investment solutions and present suitable strategies.
• Meet with clients, review financial situations, and adjust plans as goals change.
• Educate clients on retirement planning, risk management, and wealth accumulation.
• Maintain accurate records and ensure regulatory compliance.
• Build and sustain a client portfolio through networking and referrals.

Skills

Financial planning

Financial advisory

Retirement planning

Communication skills

Integrity and ethics

Relationship management

Hybrid work

Networking

Education

Bachelor’s degree in finance, business, or economics

CFP certification (advantage)

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, health solutions, wealth and asset management, and retirement plan services to individuals, groups, institutions, and retirement plan members worldwide. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, Manulife serves over 37 million customers in 25 markets globally. Manulife trades as “MFC” on the Toronto, New York, and Philippine stock exchanges, and under “945” on the Hong Kong stock exchange. Additional information about the company, its solutions, and global presence is available at manulife.com.

Role Description

This is a full-time Financial Advisor role based in Dumaguete with a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility. The Financial Advisor will provide comprehensive financial guidance to individuals and families, including assessing financial needs, developing tailored financial plans, and recommending appropriate insurance and investment solutions. Day-to-day responsibilities include meeting with clients, analyzing their current financial situation, presenting suitable products and strategies, and regularly reviewing and adjusting plans to align with changing goals and market conditions. The role also involves educating clients on retirement planning, risk management, and wealth accumulation, as well as maintaining accurate records, complying with regulatory requirements, and collaborating with internal teams and distribution partners. Advisors are expected to build and sustain a portfolio of clients through professional networking, referrals, and participation in community and company-sponsored events.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs, design comprehensive strategies, and provide responsible recommendations.
• Solid understanding of Finance and Investments to interpret market trends, explain financial products, and support long-term wealth-building goals.
• Knowledge of Retirement Planning to help clients prepare for retirement income, manage risk, and align savings with future lifestyle objectives.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
• High level of integrity, professionalism, and adherence to ethical and regulatory standards in all client interactions.
• Proven client relationship management skills and a customer-centric mindset focused on long-term partnerships.
• Ability to work effectively in a hybrid environment, manage time independently, and meet performance and compliance targets.
• Relevant bachelor’s degree in finance, business, economics, or a related field preferred; professional certifications (e.g., CFP or equivalent) are an advantage.