Financial AdvisorSLOCPI - Copaiba NBO
Workplace: MetroManila, Manila, Taguig
Salary: Agreement
Work form: Full time
Posting Date: 08/11/2025
Deadline: 08/11/2020
Description:
Financial Advisor Job Description Template
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Financial Advisor Responsibilities:
Talking to clients to determine their expenses, income, financial objectives, 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.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements:
Financial Advisor Requirements:
Bachelor degree in business, finance or related field.
Proficient in various online telecommunication platforms (Zoom, Google Meet, MS Teams, etc.)
Good communication skills.
Trainable, coachable, and willing to learn
Salary: ₱30000 - ₱45000
Address: Milestone Bldg. 5th Ave., BGC Taguig
How to Apply: Apply at Bossjob!
SLOCPI - Copaiba NBO We are Sun Life Financial Philippines
As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.
Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life.
As the country's first and longest-standing life insurer, we provide:
Financial planning and guidance
Life insurance products for every life stage
Investment products for individuals, families, and companies
Health-focused products with an innovative wellness community
Exceptional client-servicing
Disclaimer
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Some websites may contain links from our job listings. We are not responsible for any third-party web sites and do not make any representations regarding the content or accuracy of materials on such third-party web sites.
Every effort is made to keep the website up and running smoothly. However, PinoyJobs.ph takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.
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If a company or employer is soliciting money in exchange for a job, it is definitely a scam.
For direct hire overseas, do an extensive search about the company or the employer. Do a Google search.
For overseas employment opportunities please check with
the employer or agency license.
SLOCPI - Copaiba NBO We are Sun Life Financial Philippines
As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.
Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life.
As the country's first and longest-standing life insurer, we provide:
Financial planning and guidance
Life insurance products for every life stage
Investment products for individuals, families, and companies
Health-focused products with an innovative wellness community
Exceptional client-servicing
About Pinoy Jobs
Pinoy Jobs is the most trusted job posting site in the Philippines. We provide a safe job hiring platform to both employers and applicants.
Pinoyjobs
Financial Advisor Job Description Template
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Financial Advisor Responsibilities:
Talking to clients to determine their expenses, income, financial objectives, 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.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements:
Financial Advisor Requirements:
Bachelor degree in business, finance or related field.
Proficient in various online telecommunication platforms (Zoom, Google Meet, MS Teams, etc.)
Good communication skills.
Trainable, coachable, and willing to learn
Salary: ₱30000 - ₱45000
Address: Milestone Bldg. 5th Ave., BGC Taguig
How to Apply: Apply at Bossjob!
SLOCPI - Copaiba NBO We are Sun Life Financial Philippines
As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.
Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life.
As the country's first and longest-standing life insurer, we provide:
Financial planning and guidance
Life insurance products for every life stage
Investment products for individuals, families, and companies
Health-focused products with an innovative wellness community
Exceptional client-servicing
Disclaimer
Employers are solely responsible for all their job posting.
PinoyJobs.ph assumes no responsibility for any consequence relating directly or indirectly to any action or inaction you take based on the contents, information, or other materials found in this website.
Some websites may contain links from our job listings. We are not responsible for any third-party web sites and do not make any representations regarding the content or accuracy of materials on such third-party web sites.
Every effort is made to keep the website up and running smoothly. However, PinoyJobs.ph takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.
Our Guarantee
Safe. Pinoy Jobs is free from scam job ads. We monitor job posting everyday.
Quality Employers. We moderate employer signups and verify each access request.
Clean and Professional. PinoyJobs.ph is designed and built with our users in mind.
Avoiding Job Scams
If a company or employer is soliciting money in exchange for a job, it is definitely a scam.
For direct hire overseas, do an extensive search about the company or the employer. Do a Google search.
For overseas employment opportunities please check with
the employer or agency license.
SLOCPI - Copaiba NBO We are Sun Life Financial Philippines
As a leading global financial services company based out of Canada, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.
Sun Life Financial in the Philippines offers a diverse range of insurance, wealth, and asset management solutions to help every Filipino in their journey towards a brighter life.
As the country's first and longest-standing life insurer, we provide:
Financial planning and guidance
Life insurance products for every life stage
Investment products for individuals, families, and companies
Health-focused products with an innovative wellness community
Exceptional client-servicing
About Pinoy Jobs
Pinoy Jobs is the most trusted job posting site in the Philippines. We provide a safe job hiring platform to both employers and applicants.
Pinoyjobs
Other Info
Taguig City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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SLOCPI - Copaiba NBO
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