Financial AdvisorSunlife of Canada Philippine Inc (Quezon City)
Salary: Agreement
Work form: Full time
Posting Date: 09/11/2025
Deadline: 22/10/2020
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Posted on 19 September 2020
Part Time / Full time Financial Advisor Job Description Template
We are looking to hire a financial advisor / manager to join our team. You will spend your day talking to clients about their financial objectives and then recommend an appropriate financial planning strategy.
Financial Advisor Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Educate Client the importance of Savings and the Power of Investing that will help achieve client's Financial Goal
Guide clients to determine how much clients need to prepare for their Child Education, Retirement and Income Protection
Design Sunlife Business Solution that will suit their financial objective.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements
Graduate of Engineering / Finance / Mass Communication
with the following personality :
Achiever
Sociable
Hard Worker
Tired of routine work
Up for the Challenge and Pressure
Trust Worthy
Strong Leadership Quality
Skills / Software
CommunicationsPresentation SkillsLeadership
Working Location
Bttc centre Ortigas Ave San Juan, Homebased, Philippines
Apply Now
Job Description
Bossjob
Part Time / Full time Financial Advisor Job Description Template
We are looking to hire a financial advisor / manager to join our team. You will spend your day talking to clients about their financial objectives and then recommend an appropriate financial planning strategy.
Financial Advisor Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Educate Client the importance of Savings and the Power of Investing that will help achieve client's Financial Goal
Guide clients to determine how much clients need to prepare for their Child Education, Retirement and Income Protection
Design Sunlife Business Solution that will suit their financial objective.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements
Graduate of Engineering / Finance / Mass Communication
with the following personality :
Achiever
Sociable
Hard Worker
Tired of routine work
Up for the Challenge and Pressure
Trust Worthy
Strong Leadership Quality
Skills / Software
CommunicationsPresentation SkillsLeadership
Working Location
Bttc centre Ortigas Ave San Juan, Homebased, Philippines
Apply Now
Job Description
Bossjob
Other Info
Philippines
₱15,000-30,000 per month
Permanent
Part-time
₱15,000-30,000 per month
Permanent
Part-time
Submit profile
Sunlife of Canada Philippine Inc (Quezon City)
About the company
Position Financial Advisor recruited by the company Sunlife of Canada Philippine Inc (Quezon City) at , Joboko automatically collects the salary of , finds more jobs on Financial Advisor or Sunlife of Canada Philippine Inc (Quezon City) company in the links above