Financial Advisor

Company Description Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating across 25 markets globally. In Canada and Asia, the company operates as Manulife, and primarily as John Hancock in the United States, offering financial advice, insurance, and health solutions to individuals, groups, and businesses. Through Manulife Wealth & Asset Management, the organization delivers global investment solutions, financial guidance, and retirement plan services to diverse clients worldwide. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners serving over 37 million customers, Manulife offers a broad platform for career growth. The company is publicly traded on multiple stock exchanges, including the Philippine Stock Exchange, reflecting a strong and stable presence in the financial services industry.

Role Description This part-time remote Financial Advisor role at Manulife Philippines focuses on providing clients with personalized financial advice and solutions. Daily responsibilities include assessing clients financial goals, analyzing their current financial situation, and recommending appropriate products and strategies in areas such as savings, insurance, investment, and retirement planning. The role involves preparing and presenting financial plans, monitoring client portfolios, and conducting regular reviews to ensure strategies remain aligned with changing needs. The Financial Advisor will also engage in proactive client communication, maintain accurate records, and collaborate with internal teams to stay informed about new products, regulatory updates, and market developments. This position offers flexibility while requiring consistent client-focused service and adherence to professional and ethical standards.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and create tailored financial solutions.
• Candidates should possess Finance and Investments skills to analyze products, markets, and portfolio performance.
• Candidates should possess Retirement Planning skills to help clients build long-term strategies for income and asset protection in later life.
• Candidates should have strong communication, interpersonal, and relationship-building skills to explain complex concepts and maintain client trust.
• Candidates should demonstrate analytical thinking, attention to detail, and sound judgment when evaluating client information and market data.
• Relevant experience in financial services, insurance, or wealth management, and professional certifications (e.g., financial planning or advisory credentials) are beneficial.
• A bachelor's degree in Finance, Business, Economics, or a related field is preferred, along with proficiency in digital tools for remote client engagement.