Financial Advisor

Company Description

Manulife Financial Corporation is a leading international financial services provider, dedicated to making life decisions easier and better for its customers. Operating globally under the brands Manulife and John Hancock, the company offers financial advice, insurance, and wealth and asset management services for individuals, businesses, and institutions. Headquartered in Toronto, Canada, Manulife serves over 36 million customers worldwide, backed by a strong workforce of over 37,000 employees and 109,000 agents. Manulife is publicly traded on several stock exchanges, including those in Toronto, New York, and the Philippines.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Cebu, with flexibility for some work-from-home arrangements. Key responsibilities include providing personalized financial consulting, creating comprehensive financial and retirement plans, and assisting clients with investment strategies. The Financial Advisor will assess client goals to develop tailored financial solutions, offering guidance for wealth accumulation, insurance needs, and planning for future milestones. The role requires maintaining strong relationships with clients and staying informed about the financial industry.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Experience with Investments and Retirement Planning
• Strong knowledge of Finance principles
• Excellent communication, relationship-building, and customer service skills
• Ability to work independently and manage a flexible schedule in a hybrid work environment
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Relevant certifications (e.g., CFP, CFA, or Insurance Licenses) are advantageous