Part time / Full time Financial Advisor

Manulife Philippines; Philippines; Hybrid; PHP 167,000 - 335,000; Part time

Benefits offered by this job

Hybrid work model

Training & development

Job summary

Manulife Philippines is seeking a part-time Financial Advisor based in Quezon City, operating under a hybrid work arrangement that combines on-site client meetings with flexible work-from-home days. The role focuses on understanding client goals and delivering tailored financial plans and investment recommendations.

The advisor will conduct client consultations, prepare financial plans and retirement strategies, monitor portfolios, and present Manulife products while maintaining accurate records

Qualifications

• Ability to provide comprehensive Financial Planning and Financial Advisory services aligned with client goals.
• Solid understanding of Finance and Investments, including basic portfolio concepts and risk management.
• Knowledge of Retirement Planning principles and strategies relevant to individual and family needs.

Responsibilities

• Conduct client consultations and understand financial goals.
• Prepare financial plans and retirement strategies for clients.
• Monitor portfolios and present suitable Manulife products and solutions.
• Maintain accurate client records and stay updated on market trends.
• Participate in training sessions and business development activities.
• Collaborate with team members and uphold ethical standards.

Skills

Financial Planning

Financial Advisory

Communication skills

Interpersonal skills

Presentation skills

Regulatory compliance

Education

Bachelor's degree in Finance, Accounting, Business, Economics

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, and health solutions to individuals, groups, and businesses, as well as 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, including the Philippines. Manulife is publicly traded on the Toronto, New York, and Philippine stock exchanges under “MFC,” and on the Hong Kong stock exchange under “945.” Applicants can learn more about Manulife’s offerings and global presence at manulife.com.

Role Description

This part-time Financial Advisor role at Manulife Philippines is based in Quezon City and follows a hybrid work arrangement, combining on-site meetings with flexible work-from-home activities. The Financial Advisor will engage with clients to understand their financial goals and provide tailored financial planning, advisory, and investment recommendations. Daily responsibilities include conducting client consultations, preparing financial plans and retirement strategies, monitoring portfolios, and presenting suitable Manulife products and solutions. The role also involves maintaining accurate client records, staying informed on market trends and industry regulations, and participating in training sessions and business development activities. Advisors are expected to collaborate with team members, uphold ethical standards, and deliver a high level of service to support long-term client relationships.

Qualifications

• Ability to provide comprehensive Financial Planning and Financial Advisory services aligned with client goals.
• Solid understanding of Finance and Investments, including basic portfolio concepts and risk management.
• Knowledge of Retirement Planning principles and strategies relevant to individual and family needs.
• Strong communication, interpersonal, and presentation skills, with the ability to explain financial concepts clearly.
• Customer-focused mindset, high ethical standards, and commitment to confidentiality and regulatory compliance.
• Self-driven, organized, and comfortable working in a hybrid setup (Quezon City office and work-from-home), with the ability to manage schedules and targets.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field is preferred; relevant certifications (e.g., financial planning or investment-related) are an advantage.
• Previous experience in financial services, banking, insurance, or sales. Openness to training and professional development is essential.