Financial Advisor

Sun Life of Canada Philippines Inc.; Pasay; On-site; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Time flexibility

Extra income

Career growth

Personal development

Job summary

A leading financial services company in Metro Manila is seeking a Financial Advisor. This role allows you to maintain your full-time job while offering personalized financial advice to clients. Ideal for individuals interested in helping others with financial planning while enjoying flexible hours and career growth opportunities. No experience is necessary, as training is provided.

Qualifications

• No experience required; training provided.
• Trustworthy, proactive, and client-focused personality.
• Strong interpersonal and communication skills essential.
• Primarily office-based with some client meetings.

Responsibilities

• Provide personalized financial advice to clients.
• Assess clients' financial situations and goals.
• Develop customized investment strategies.
• Monitor portfolio performance and adjust plans.
• Educate clients on financial products and services.
• Build and maintain client relationships.
• Stay updated on financial regulations.

Skills

Strong interpersonal skills

Communication skills

Education

Bachelor’s degree in Finance, Business or related field

Job description

Overview

Here in Sun Life, you can be a Financial Advisor while keeping your full-time job. You’ll have the chance to help secure your friends’ and family’s life insurance, health insurance, investments, and other future cash benefits. It’s a meaningful way to help others while also earning and learning. Some of the benefits of being a Financial Advisor include time flexibility, extra income, career growth, and personal development. If you’re interested in becoming one, message me and join our career preview on September 6?

Responsibilities

• Provide personalized financial advice to clients.
• Assess clients\' financial situations and goals.
• Develop customized investment strategies.
• Monitor portfolio performance and adjust plans as necessary.
• Educate clients on financial products and services.
• Build and maintain client relationships for long-term success.
• Stay updated on financial regulations and market trends.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
• Experience Level: No experience required; training provided.
• Skills and Competencies: Strong interpersonal and communication skills essential.
• Working Conditions: Primarily office-based with some client meetings.
• Qualities and Traits: Trustworthy, proactive, and client-focused personality.