Financial Services Consultant

4 days ago


Davao City, Davao, Philippines SUN LIFE ADVISOR Full time

SUN LIFE ADVISOR is seeking an experienced Financial Services Consultant to join our team.

About the Job

The ideal candidate will have a solid understanding of investment options, insurance products, retirement planning strategies, and tax implications.

The successful consultant will be able to explain complex financial concepts clearly and persuasively, building trust with clients and ensuring their long-term financial success.

Requirements
  • Analytical Skills: Strong analytical skills to assess clients' financial situations and identify potential risks and opportunities.
  • Communication Skills: Excellent communication and interpersonal skills to build trust with clients and provide empathetic support.
  • Industry Knowledge: A deep understanding of relevant industry knowledge and best practices.


  • Davao City, Davao, Philippines Lyanthe Financial Services Full time

    At Lyanthe Financial Services, we are seeking a highly skilled and detail-oriented Financial Services Coordinator to support our daily operational activities. The successful candidate will be responsible for assisting with budgeting, bookkeeping, and financial reporting, ensuring accuracy and compliance with company policies and regulations.The Financial...


  • Davao City, Davao, Philippines Nilds Lending Services Full time

    ShareJob DescriptionDescriptionThis position is responsible for providing comprehensive financial guidance to clients, building and maintaining strong client relationships, and achieving sales targets. The Financial Consultant will analyze client financial situations, recommend appropriate financial products and services, and educate clients on financial...


  • Davao City, Davao, Philippines Lyanthe Financial Services Full time

    We are seeking a highly skilled and detail-oriented Corporate Financial Associate to support our daily operational activities at Lyanthe Financial Services. The successful candidate will be responsible for assisting with budgeting, bookkeeping, and financial reporting, ensuring accuracy and compliance with company policies and regulations.The Corporate...


  • Davao City, Davao, Philippines GRANDUKE FINANCING Full time

    ShareJob DescriptionDescriptionA financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.RequirementsEducational Qualifications:A bachelor's degree in finance, accounting, economics, business, or a related...


  • Davao City, Davao, Philippines 3 J BUSINESS PERMIT PROCESSING Full time

    ShareJob DescriptionDescriptionA Business Services Consultant provides expert advice and strategic guidance to businesses in order to optimize their operations, improve performance, and achieve their goals. The role typically involves understanding client needs, analyzing business processes, and recommending solutions to enhance efficiency and...


  • Davao City, Davao, Philippines Maybank Full time

    Job OverviewThe Financial Services Specialist position is a key role in supporting and delivering consulting-based products and services to Premier Relationship Managers and clients. This role involves providing investment advice to meet client desired risk/investment performance requirements and increase the bank's share of client wallet.


  • Davao City, Davao, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleSun Life Grepa Financial, Inc. is seeking a highly skilled and experienced Financial Services Manager to join our team. In this role, you will be responsible for managing and developing our Bancassurance Sales Officers (BSOs) to ensure they meet or exceed their sales targets.You will establish and maintain strong relationships with key bank...


  • Davao City, Davao, Philippines Sun Life Davao City Full time

    We are seeking a highly skilled professional to join our team at Sun Life Davao City as a banking services representative.Main ResponsibilitiesOffer expert guidance to clients on banking products and services.Address customer queries efficiently and provide prompt resolutions.Contribute to maintaining a positive work environment through effective...

  • Consulting Director

    7 days ago


    Davao City, Davao, Philippines Auditing Firm Services Full time

    ShareJob DescriptionDescriptionOverview: [Firm Name] is a full-service accounting firm dedicated to providing expert financial services to businesses and individuals. With a team of experienced professionals, we offer comprehensive solutions in bookkeeping, tax preparation, financial reporting, auditing, and consulting. Our firm strives to help clients...


  • Davao City, Davao, Philippines CG HOYLAR ACCOUNTING & AUDITING SERVICES Full time

    At CG HOYLAR ACCOUNTING & AUDITING SERVICES, we are seeking a Risk Management Consultant to join our team. As a Risk Management Consultant, you will be responsible for identifying financial, operational, and compliance risks and providing management with recommendations for mitigation strategies.About the RoleIdentify financial, operational, and compliance...


  • Davao City, Davao, Philippines jorge bookkeeping services Full time

    We are seeking a Financial Services Representative to join our team at jorge bookkeeping services. As a Financial Services Representative, you will be responsible for managing outstanding accounts and collecting payments from clients in a timely manner.ResponsibilitiesManage outstanding accounts and maintain accurate records of client interactionsCollect...


  • Davao City, Davao, Philippines Phinma Properties Sales and Marketing Inc. Full time

    As a Financial Optimization Consultant at Phinma Properties Sales and Marketing Inc., you will play a key role in optimizing our property investment portfolios.About UsWe are a dynamic real estate company dedicated to delivering exceptional results through innovative solutions.The JobThis role involves analyzing financial data, identifying areas for...


  • Davao City, Davao, Philippines DTO ACCOUNTING & AUDITING SERVICES Full time

    Company Overview:DTO Accounting & Auditing Services is a leading provider of financial solutions to businesses. Our team of experts delivers accurate and timely financial reporting, ensuring our clients have the information they need to make informed decisions.Job DescriptionMaintaining Financial Records: Ensure accuracy and completeness of financial...

  • Sales Consultant

    1 week ago


    Davao City, Davao, Philippines AIGRES AGRICULTURAL RESEARCH CONSULTANCY SERVICES Full time

    AIGRES AGRICULTURAL RESEARCH CONSULTANCY SERVICESJob DescriptionWe are seeking a knowledgeable and results-driven Consultant to provide expert advice and tailored solutions to our clients. The Consultant will analyze business needs, identify challenges, and recommend strategies to help achieve goals and enhance performance. This role requires excellent...


  • Davao City, Davao, Philippines Lyanthe Financial Services Full time

    Lyanthe Financial Services is a dynamic and growing company seeking a highly skilled and detail-oriented Business Operations Assistant to support our daily operational activities. The successful candidate will be responsible for assisting with budgeting, bookkeeping, and financial reporting, ensuring accuracy and compliance with company policies and...


  • Davao City, Davao, Philippines Your North Sirius Forces Unit Full time

    Financial ConsultantYour North Sirius Forces Unit₱10-20K [Monthly] On-site - Davao del Sur No Exp Required High/Senior High School Part-timeJob DescriptionInterpersonal Skills, Communication Skills, Wealth Management, Security Analysis, Stock TradingDescriptionAn insurance agent is a professional responsible for selling insurance policies to individuals...


  • Davao City, Davao, Philippines Sun Life Philippines Bahada Full time

    Job RequirementsTo succeed in this role, you will need:Education: A Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.Experience: Previous experience as a financial advisor or in a similar role is preferred.Key Skills and Qualities:Strong analytical and problem-solving abilities.Able to work independently while maintaining a...


  • Davao City, Davao, Philippines Sun Life Philippines Bahada Full time

    ShareJob DescriptionDescriptionProvide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance.Develop and implement financial plans tailored to clients' individual needs and goals.Build and maintain relationships with clients, providing ongoing support and...


  • Davao City, Davao, Philippines BARCENA REALTY SERVICES Full time

    Residential Property Consultant Job DescriptionBARCENA REALTY SERVICES is a dynamic and forward-thinking real estate agency seeking a skilled Residential Property Consultant to join our team. In this role, you will have the opportunity to utilize your expertise in buying, selling, and renting properties to provide exceptional service to our clients.A...

  • Sales Consultant

    7 days ago


    Davao City, Davao, Philippines BRILLIANT BRUVVER NON-CONTAINERIZED CARGO HANDLING TRANSPORT SERVICES Full time

    BRILLIANT BRUVVER NON-CONTAINERIZED CARGO HANDLING TRANSPORT SERVICESJob DescriptionWe are seeking a motivated and results-driven Sales Consultant to join our team. The ideal candidate will be responsible for identifying customer needs, providing expert advice on our products/services, and closing sales to achieve company targets. The Sales Consultant will...