Financial Advisor

Sun Life of Canada Philippines (Wren Unit)

Urgente
R$2.7-4.6K[Mensual]
Híbrido - Cidade do QuezonSem necessidade ExpDiplomaPar-horário
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Descrição do Trabalho

  • Provide personalized financial advice to clients.
  • Assess clients' financial situations and goals.
  • Develop and implement investment strategies.
  • Monitor and adjust client portfolios as needed.
  • Educate clients on financial products and services.
  • Build and maintain strong client relationships.
  • Stay updated on market trends and regulations.


  • Job Title: Financial Advisor
  • Educational Qualifications: Graduate of any course.
  • Experience Level: No experience required; fresh graduates welcome.
  • Skills and Competencies: Good communication skills and goal-oriented mindset.
  • Responsibilities and Duties: Assist clients in financial planning, provide investment advice, and develop tailored financial strategies.
  • Working Conditions: Open to hybrid or work-from-home setup.
  • Qualities and Traits: Strong analytical skills, proactive attitude, and eagerness to learn.


Good communication skillsGoal-oriented
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DIANA ANUPOL

UNIT MANAGERSun Life of Canada Philippines (Wren Unit)

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Local de trabalho

Balintawak, QC, 18/F Panorama Technocenter Bldg. 1029 Edsa Ave

Postado em 27 September 2025

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Sun Life of Canada Philippines (Wren Unit)

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>1000 Funcionários

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