Financial Planning Expert

At Two Summit Life Insurance Agency, we are looking for a talented Financial Planning Expert to join our team. As a key member of our organization, you will play a crucial role in educating and serving Filipino families through life insurance.We aim to provide expert advice on investments, retirement planning, and other financial products to help clients...

Job OverviewFWD - Annapurna Branch is seeking a talented Financial Planning Specialist to join our team. As a key member of our sales force, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.

Financial Planning and Business Analytics ExpertKMC Taguig, National Capital Region, PhilippinesJob Summary:Lead the preparation and analysis of financial reports across the organization, identifying key trends and insights.Prepare and compile monthly business performance reports, assisting in variance analysis across all functions.Support financial...

Aboitiz Foods is a leading regional food and agribusiness company committed to delivering high-performance results through our values of Integrity, Teamwork, Innovation, and Responsibility. Our subsidiaries, Pilmico and Gold Coin, leverage their strengths to sustainably feed Asia's growth from mill to meal.Our mission is to shape the future of food in Asia...

We are looking for a highly skilled and experienced Corporate Financial Expert to join our team. In this role, you will be responsible for analyzing financial data, developing financial models, and providing financial guidance to internal stakeholders.The ideal candidate will have a strong background in accounting and finance, with at least 5 years of...

Main purpose of roleManage financial planning and analysis activities to identify risks and opportunities and contribute to the achievement of the organization's short and long-term financial goals.Main ResponsibilitiesManage the most complex, large, or difficult analysis projects, evaluate findings, prepare reports and make recommendations to senior...

Do you have a passion for helping others achieve their financial goals? We're looking for a skilled Financial Services Expert to join our team at Two Summit Life Insurance Agency!Key ResponsibilitiesProvide expert guidance on a range of financial services, including investments and retirement planning.Build strong relationships with clients and stay...

We are looking for an Insurance Policy Expert to join our team at Sun Life Financial. This role involves providing expert guidance and support to clients regarding life insurance policies.Key responsibilities include:Providing answers to moderately complex client inquiries about life insurance policies using well-defined guidelines.Performing multiple...

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

We are seeking a highly skilled and detail-oriented Financial Planning Assistant Manager to support our financial planning and analysis activities. In this role, you will collaborate with senior management to develop financial strategies, analyze business performance, and ensure accurate forecasting and budgeting.Key qualifications include:Bachelor's degree...

Financial Planning ManagerLocation: Taguig, PhilippinesWork Schedule: Monday to FridayAbout the Role:We are looking for a highly strategic and analytical Financial Planning Manager to lead financial planning, forecasting, and budgeting across our group of companies in food & beverage, electronics, manufacturing, and retail. The ideal candidate will provide...

Role DescriptionThis role is primarily responsible for fulfilling the financial reporting function of assigned Regional Office entities, including preparation of Financial Statements and tax compliance and related audit support activities.ResponsibilitiesYour key responsibilities will include performing daily bookkeeping operations from data capture to...

We are looking for a highly skilled Head of Financial Planning to join our team at Viventis Search Asia. As a key member of our executive team, you will play a critical role in driving business growth and profitability through effective financial planning and analysis.About the JobThis is an excellent opportunity for a talented finance professional to take...

Job DescriptionWe are looking for an experienced Director of Financial Planning to join our team at 1Rotary Trading Corporation. The successful candidate will be responsible for developing and implementing our financial strategy, as well as leading a team of finance professionals.The ideal candidate will have a strong background in finance, with a proven...

Job Title: Financial Planning SupervisorWe are seeking a skilled Financial Planning Supervisor to join our team at Lexus Manila Inc. This role involves leading and managing our financial planning and analysis functions, ensuring accurate and timely financial reporting.About the Role:Responsible for preparing financial forecasts, budgets, and...

Job DescriptionWe are looking for a Financial Strategy and Modeling Expert to join our team. The ideal candidate will have expertise in financial modeling, strategic planning, and data analysis.Key ResponsibilitiesStrategic Planning: Develop and implement long-term financial strategies.Data Analysis: Analyze and interpret large datasets to identify trends...

Job DescriptionThe post is responsible for reviewing and tracking actual costs incurred and forecasted future spend of approved business cases.Review and evaluate financial impact of projects and initiatives.Track actual benefits versus committed benefits of completed projects.Consolidate and prepare financial reports relevant to various projects' budget and...

We are seeking a highly skilled and motivated Insurance Customer Support Expert to join our Client Care Centre team. In this role, you will be responsible for providing exceptional customer service and support by resolving telephone inquiries from clients.The successful candidate will possess strong verbal and written communication skills, be able to handle...

About Our ClientMichael Page is a leading recruitment agency for finance professionals.Job OverviewWe are seeking an experienced Country Finance Manager to lead our client's financial planning and analysis team.Key ResponsibilitiesDevelop and implement financial plans to drive business growth.Analyze financial performance and identify areas for...

On-site - Taguig 3-5 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionAboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries,...