Financial Advisor

Company Description

Manulife Financial Corporation is a prominent international financial services provider, dedicated to simplifying decisions and improving lives. Headquartered in Toronto, Canada, Manulife operates globally across Canada, Asia, Europe, and the United States. The company offers financial advice, insurance, and wealth management solutions to individuals, groups, and businesses, serving over 36 million customers worldwide. With a workforce comprising more than 37,000 employees and 109,000 agents, Manulife remains a trusted leader in the financial sector. For more information, visit manulife.com.

Role Description

The Financial Advisor role at Manulife Philippines involves providing personalized financial planning and advice to clients to support their financial goals. Key responsibilities include assessing clients financial needs, developing investment and retirement plans, explaining financial products, and ensuring clients are informed of their options. This is a part-time hybrid role based in Makati, offering flexibility with the option to work from home on certain occasions.

Qualifications

• Expertise in Financial Planning and Financial Advisory
• Knowledge of Finance and Investments
• Familiarity with Retirement Planning concepts and solutions
• Strong communication and interpersonal skills to establish and maintain client relationships
• Ability to work independently and in a hybrid structure (office and remote)
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Experience in the financial services industry is an advantage but not required