Financial Advisor
Sun Life of Canada Philippines (Wren Unit)
Descripción del trabajo
- 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.
DIANA ANUPOL
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Tasa de respuesta alta
Ubicación laboral
Balintawak, QC, 18/F Panorama Technocenter Bldg. 1029 Edsa Ave
Publicado el 27 September 2025
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GEMINI CARANDANGUNIT HEAD ASSOCIATE
Sun Life of Canada Philippines (Wren Unit)
Otro
>1000 Empleados
Seguro y superioridad
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