Financial Advisor

Sun Life Financial of Canada (UK); Quezon City; On-site; PHP 320,000 - 520,000; Full time

Job summary

Sun Life Financial of Canada (UK) in Quezon City is seeking a full-time Financial Advisor to meet clients, assess goals, and tailor financial plans with investment and retirement options.

You will stay informed on market trends, ensure regulatory compliance, maintain records, and contribute to sales growth through seminars and collaboration with colleagues.

Qualifications

• Strong financial planning and advisory skills to tailor strategies.
• Solid understanding of finance, investments, risk management.
• Knowledge of retirement planning and income distribution.
• Excellent communication and client-management abilities.
• Willingness to work on-site in Quezon City and engage with clients.

Responsibilities

• Meet with clients to assess goals and recommend products.
• Prepare financial plans and present investment options.
• Follow up with clients and maintain accurate records.
• Stay updated on market trends and regulatory requirements.
• Participate in seminars and internal training.

Skills

Financial planning

Financial advisory

Communication

Client relations

On-site presence

Education

Bachelor's degree in Finance, Business, Economics or related field

Job description

Company Description

Sun Life Financial of Canada (UK) is part of a long-established international financial services organization focused on helping individuals and families achieve lifetime financial security. The company offers a range of financial solutions, including savings, retirement, and protection products tailored to diverse client needs. Team members benefit from working in a professional environment that values integrity, client-centric service, and long-term relationships. Sun Life supports development through training, performance feedback, and opportunities to grow within the wider organization.

Role Description

This is a full-time, on-site Financial Advisor role based in Quezon City. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and recommend suitable products and strategies. Day-to-day responsibilities include preparing financial plans, presenting investment and retirement options, managing follow-ups, and maintaining accurate client records. The role also involves staying informed about market trends, compliance requirements, and company offerings, as well as participating in sales activities, seminars, and internal training sessions. The Financial Advisor will collaborate with colleagues across the organization to provide consistent, high-quality client service and support business growth.

Qualifications

• Strong Financial Planning and Financial Advisory skills, with the ability to develop tailored strategies based on individual client objectives.
• Solid understanding of Finance and Investments, including risk management, portfolio allocation, and product features.
• Knowledge of Retirement Planning principles, including long-term savings, pension options, and income distribution strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work on-site in Quezon City and engage with clients face-to-face on a regular basis.
• Relevant academic background in finance, business, economics, or a related field is preferred.
• Professional certifications or willingness to pursue licensing and accreditation as required by local regulations.
• High level of integrity, attention to detail, and commitment to regulatory and ethical standards.