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manulife philippines

Financial Advisor

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Job Description

Company Description

Manulife Financial Corporation, headquartered in Toronto, Canada, is a leading global financial services provider operating in Canada, Asia, and the United States. Known as Manulife across Canada and Asia and John Hancock in the U.S., the company offers financial advice, insurance, retirement, and health solutions for individuals, groups, and businesses. With over 37,000 employees, 106,000 agents, and operations in 25 markets, Manulife serves over 37 million customers worldwide. The company trades as MFC on the Toronto, New York, and Philippine stock exchanges, and as 945 on the Hong Kong stock exchange.

Role Description

This is a contract-based, hybrid Financial Advisor role located in Davao, with the flexibility to work from home as needed. The Financial Advisor will be responsible for providing financial planning and advisory services, developing personalized investment portfolios, assisting clients in managing retirement plans, and offering tailored solutions to meet financial goals. Additional responsibilities include maintaining strong client relationships and staying informed on the latest financial products and trends.

Qualifications

  • Strong skills in Financial Planning, Finance, and Retirement Planning
  • Expertise in Investments and Financial Advisory services
  • Strong communication, interpersonal, and relationship-building skills
  • Self-motivated with a results-driven mindset and a passion for helping clients achieve their financial goals
  • Certification or licensure related to financial planning, such as a Certified Financial Planner (CFP), is an advantage
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred
  • Experience within the insurance or financial services industry is a plus

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About Company

Job ID: 146545587