Financial Planning Consultant

At Orion Summit Life Insurance Agency Inc. - Team Justine, we are seeking a talented Financial Planning Specialist to join our team.Job DescriptionA Financial Planning Specialist provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their long-term financial goals.Client Consultation: Meet with clients...

Job OverviewSun Life Grepa Financial, Inc. is seeking a skilled Bancassurance Sales Officer to join our team. In this role, you will be responsible for undertaking financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.The ideal candidate will have excellent communication skills, a...

Eastern Summit Life Insurance Agency, Inc.Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, IncentivesInsurance Health & WellnessAnnual Company TripProfessional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick LeaveWork-Life BalanceFlexible Hours, Work...

6 days ago Be among the first 25 applicantsManulife Financial Corporation is a global financial services provider with headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. Through Manulife Investment Management, we serve...

JHL Financial Solutions is a leading provider of insurance and financial services, seeking a Life Insurance Consultant to join our team.Key ResponsibilitiesAssess client financial needs and recommend life insurance products to meet those needs.Develop and maintain strong relationships with clients, providing ongoing support and guidance.Stay up-to-date with...

Job OverviewWe are seeking a highly skilled Senior Planning Strategist to join our team at Toyota Financial Services Philippines. As a key member of our planning unit, you will play a critical role in driving business growth and ensuring alignment with our long-term objectives.Key ResponsibilitiesConduct research and analyze business trends to inform...

Neksjob seeks a skilled Financial Compliance Consultant to join our team. In this role, you will be responsible for ensuring that our clients' financial processes are compliant with all relevant laws and regulations.Key responsibilities include:Leading and executing finance transformation initiatives focused on direct tax compliance, reporting, and...

The Financial Planning and Analysis Manager (FP&A Manager) shall beresponsible for overall business planning and FP&A. The role will report directly to the CFO, indirectly to the CEO, and will be assisted by FP&A Analyst.Specific Responsibilities1. Formulate mid-term plan and annual budget2.Consolidate and analyze financial and operational results and work...

We're seeking a highly skilled and experienced Financial Planning Specialist to join our team at Investing Right Insurance Agency.About the RoleThis position involves working closely with clients to understand their financial goals and developing personalized plans to help them achieve success.The ideal candidate will possess excellent communication skills...

About the RoleWe are seeking a seasoned financial expert to join our team as Senior Financial Consultant. In this role, you will be responsible for providing high-level financial guidance and support to the organization.ResponsibilitiesThe successful candidate will have a strong background in financial management, with a minimum of 20 years of experience in...

Hybrid - Makati No Exp Required Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Incentives, Quarterly GiftsInsurance Health & WellnessOthersOffice Parties, Annual Company Trip, Retirement PlanProfessional DevelopmentBirthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation LeaveWork-Life...

The Financial Planning and Analysis Manager (FP&A Manager) shall beresponsible for overall business planning and FP&A. The role will report directly to the CFO, indirectly to the CEO, and will be assisted by FP&A Analyst.Specific Responsibilities1. Formulate mid-term plan and annual budget2.Consolidate and analyze financial and operational results and work...

Job Description• Prepare and review accurate and timely financial reports, including monthly, quarterly and annual financial statements.• Perform in-depth analysis of financial data, identify trends, and provide actionable recommendations to improve financial performance.• Assist in gathering inputs and check quality and completeness of report•...

On-site - Makati 3-5 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, Anniversary GiftsGovernment Mandated Benefits13th Month Pay, SSS/GSISInsurance Health & WellnessHealth Insurance, Life Insurance, HMOAnnual Company Trip, Free Meals, Retirement PlanProfessional DevelopmentJob Training, Professional...

DUTIES & RESPONSIBILITIES:Reporting directly to the CEO on all matters in relation to the establishment of Engineering Shared Services Division for European ClientsDevelop financial projections and build financial models for various projects for the approval of ManagementEstablish KPI parameters and track progressClient Relationship Management for European...

Job Description• Prepare and review accurate and timely financial reports, including monthly, quarterly and annual financial statements.• Perform in-depth analysis of financial data, identify trends, and provide actionable recommendations to improve financial performance.• Assist in gathering inputs and check quality and completeness of report•...

At PruLife UK- Team Christine, we are seeking a highly skilled Financial Wealth Planner to join our team. As a key member of our wealth management team, you will play a vital role in helping individuals and corporations achieve their financial goals.About the RoleThe successful candidate will be responsible for guiding clients in making sound financial...

About the RoleThe Financial Planning Lead will be responsible for overseeing controllership functions within the group and its subsidiaries, ensuring financial controls and compliance are maintained.Main Responsibilities:Leading financial planning and analysis activities, including budgeting, forecasting, and variance analysis.Collaborating with...

About the RoleWe are looking for an experienced Finance Director to lead our financial operations and drive business growth. This role will be responsible for overseeing financial planning, investment strategies, procurement governance, and fiscal operations to ensure efficiency, compliance, and long-term sustainability.The ideal candidate will have a strong...

About the Role:The Financial Planning Manager will be responsible for ensuring that financial planning and budgeting processes are completed on time and to a high standard. The role requires strong leadership and analytical skills, with the ability to work under high time pressure and maintain confidentiality.Main Responsibilities:Develop and implement...