Financial Advisor

Sun Life of Canada Philippines (Wren Unit); Quezon City; On-site; PHP 334,800 - 558,000; Part time

Job summary

A leading financial services provider in Quezon City is seeking a part-time financial advisor to provide personalized financial advice and assistance to clients. No experience is required, making this an ideal opportunity for fresh graduates. The role offers a hybrid work setup, allowing flexibility to work from home or onsite. Competitive salary range is ₱30,000-₱50,000 monthly.

Qualifications

• Good communication skills and goal-oriented mindset.
• Strong analytical skills, proactive attitude, and eagerness to learn.

Responsibilities

• Provide personalized financial advice to clients.
• Assist clients in financial planning and investment advice.
• Develop tailored financial strategies.

Skills

Good communication skills

Goal-oriented mindset

Strong analytical skills

Proactive attitude

Eagerness to learn

Education

Graduate of any course

Job description

Sun Life of Canada Philippines (Wren Unit)

Urgent ₱30-50K [Monthly] Hybrid - Quezon City No Exp Required Diploma Part-time

Job Description

• Provide personalized financial advice to clients.
• Assess clients' financial situations and goals.
• Develop and implement investment strategies.
• Monitor and adjust client portfolios as needed.
• Educate clients on financial products and services.
• Build and maintain strong client relationships.
• Stay updated on market trends and regulations.
• Educational Qualifications: Graduate of any course.
• Experience Level: No experience required; fresh graduates welcome.
• Skills and Competencies: Good communication skills and goal-oriented mindset.
• Responsibilities and Duties: Assist clients in financial planning, provide investment advice, and develop tailored financial strategies.
• Working Conditions: Open to hybrid or work-from-home setup.
• Qualities and Traits: Strong analytical skills, proactive attitude, and eagerness to learn.

Working Location

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