Full time/Part time Financial Advisor

Manulife Philippines; Philippines; Hybrid; PHP 300,000 - 540,000; Full time

Job summary

Manulife Philippines in Quezon City is seeking a hybrid Financial Advisor to deliver tailored financial advice to individuals and businesses. You will assess needs, goals, and risk tolerance, and develop financial plans integrating insurance and investments.

Day-to-day duties include presenting plans, reviewing portfolios, and building a client base through networking and referrals while upholding Manulife’s compliance standards.

Qualifications

• Strong financial planning and advisory skills to assess client needs.
• Finance and investments knowledge to analyze products and build portfolios.
• Retirement planning expertise to guide long-term income strategies.
• Excellent communication and interpersonal abilities to explain complex concepts clearly.
• Ethical judgment and regulatory awareness aligned with standards.

Responsibilities

• Develop and present comprehensive financial plans for client needs and goals.
• Recommend insurance and investment products aligned with client profiles.
• Support retirement planning and wealth management strategies for clients.
• Conduct regular portfolio reviews and stay current with market trends.
• Maintain accurate documentation of client interactions and build a robust client base.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication Skills

Ethical Judgment

Sales & Networking

Client Acquisition

Education

Bachelor’s degree in Finance, Economics, or Business

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 as John Hancock in the United States. The company delivers financial advice, insurance, and health solutions to individuals, groups, and businesses, along with global investment solutions and retirement plan services through Manulife Wealth & Asset Management. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, Manulife serves over 37 million customers in 25 markets worldwide. Manulife is publicly traded on the Toronto, New York, and Philippine stock exchanges as “MFC” and on the Hong Kong stock exchange as “945.” Not all offerings are available in all jurisdictions; more information is available at manulife.com.

Role Description

This hybrid Financial Advisor role is based in Quezon City, with a mix of on-site client meetings and some work-from-home flexibility. The role can be Full time or Part time, and involves providing tailored financial advice to individual and business clients, including assessing their needs, goals, and risk tolerance. Day-to-day responsibilities include developing and presenting financial plans, recommending suitable insurance and investment products, and supporting clients with retirement planning and wealth management strategies. The Financial Advisor will conduct regular portfolio reviews, stay current with market trends and regulatory developments, and maintain accurate documentation of client interactions. The role also includes building and managing a client base through networking, referrals, and collaboration with internal teams, while upholding Manulife’s compliance and ethical standards.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and develop comprehensive financial strategies.
• Candidates should possess solid Finance and Investments skills to analyze products, interpret market data, and construct suitable portfolios.
• Candidates should possess Retirement Planning skills to guide clients on long-term income strategies and retirement solutions.
• Candidates should possess excellent communication and interpersonal skills to explain complex concepts clearly and build long-term client relationships.
• Candidates should possess strong ethical judgment, attention to detail, and compliance awareness in alignment with regulatory and company standards.
• Candidates should possess sales, networking, and client acquisition abilities, with a results-oriented mindset.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred; relevant certifications (e.g., financial planning or insurance licenses) are an advantage.
• Experience in financial services, insurance, investment advisory or Sales is beneficial; familiarity with the Philippine market and regulations is a plus.