Position: Remote Financial Advisor

Employment Type: Full-Time (Monday to Friday)

Work Schedule: Flexible working hours

Location: Remote (Work from Home)

Compensation: Competitive salary plus performance-based incentives

About Us

We are Sun Life of Canada Philippines, Inc. (Khaya Branch), a trusted financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a client-centric approach, we deliver personalized solutions to ensure financial security and growth. We are looking for a skilled and motivated Financial Advisor to join our team remotely.

Job Responsibilities

As a Financial Advisor, you will:

• Build and maintain strong relationships with clients to understand their financial needs and goals.
• Provide expert advice on investments, retirement planning, insurance, and tax optimization.
• Analyze financial data to create tailored financial plans for clients.
• Monitor market trends and identify opportunities to optimize client portfolios.
• Educate clients on financial products and services, ensuring they make informed decisions.
• Maintain accurate and confidential client records.
• Ensure compliance with financial regulations and company policies.

The ideal candidate should have:

• Bachelor’s degree in finance, economics, accounting, or a related field.
• Professional certification (e.g., CFP, CFA, CPA) preferred but not mandatory.
• Proven experience as a Financial Advisor or in a similar financial consulting role.
• Strong knowledge of financial planning, investment strategies, and risk management.
• Excellent communication and interpersonal skills.
• Analytical mindset with a high level of attention to detail.
• Proficiency in financial software tools and Microsoft Office Suite.
• Ability to work independently and manage multiple client accounts.

Key Attributes:

• Trustworthy and client-focused.
• Proactive with a problem-solving attitude.
• Strong time-management skills and ability to meet deadlines.

Benefits:

• Flexible working hours with a work-from-home setup.
• Competitive salary with bonus opportunities based on performance.
• Professional development support, including access to training programs.
• Opportunity to work with a diverse range of clients and industries.
• Collaborative and supportive remote team environment.

Application Process

To apply, please send the following:

1. A detailed cover letter explaining your interest and suitability for the role.

2. Your updated resume highlighting relevant experience.

3. Contact details of at least two professional references.

Application Deadline:15 December 2024

Note: Only shortlisted candidates will be contacted for an interview.

Join us to empower individuals and businesses to achieve financial success from the comfort of your home!