Financial Advisor

Company Description

Manulife Financial Corporation is a leading international financial services provider, headquartered in Toronto, Canada, and operating across 25 global markets, including the Philippines. The company specializes in delivering financial advice, insurance, and wealth solutions for individuals, groups, and businesses. Through its Wealth & Asset Management division, Manulife provides investment solutions and retirement plan services to a global customer base. With over 37,000 employees, 106,000 agents, and numerous distribution partners, Manulife is committed to helping over 37 million customers achieve their financial goals. Manulife trades on stock exchanges in Toronto, New York, the Philippines, and Hong Kong.

Role Description

This is a full-time hybrid role as a Financial Advisor located in Makati, with some work-from-home flexibility. The Financial Advisor will provide personalized financial planning, retirement solutions, and investment strategies to clients. Responsibilities include analyzing clients financial needs, offering suitable products and services, ensuring client satisfaction, and building long-term relationships. The role also involves staying updated on financial products, regulations, and market trends to provide sound financial advice.

Qualifications

• Proficiency in Financial Planning and Financial Advisory to create tailored strategies for clients
• Knowledge and experience in Finance and Investments for identifying and implementing effective options
• Strong skills in Retirement Planning to assist clients in achieving long-term security
• Excellent interpersonal, communication, and relationship-building skills
• Ability to work both independently and collaboratively in a team environment
• Bachelor's degree in Finance, Business Administration, or a related field
• Experience in the financial services industry or a related field is an advantage
• Professional certifications (e.g., CFP, CFA) are a plus