Financial Advisor

2 days ago

Pasay, Philippines Sun Life of Canada Phils. King Augustus Unit Full time

Responsibilities Provide personalized financial advice to clients based on their financial goals. Develop and maintain strong client relationships through effective communication and trust-building. Assess clients' financial situations and recommend appropriate investment strategies. Stay updated on market trends and financial products to enhance client offerings. Collaborate with team members to enhance service delivery and achieve team goals. Requirements Educational Qualifications: Bachelor’s degree in Finance, Business, or related field Experience Level: No experience required; entry-level candidates are encouraged to apply Skills and Competencies: Strong team player with the ability to work collaboratively Skills and Competencies: Coachable and eager to learn new financial strategies Qualities and Traits: People-oriented with excellent interpersonal skills #J-18808-Ljbffr

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