Personal Finance Consultant

We are seeking a skilled Personal Finance Consultant to help individuals and businesses achieve their financial goals.The successful candidate will have a bachelor's degree and be able to educate clients on wealth management and savings strategies, assess their insurance needs, and recommend suitable policies.Working Location:Our office is located in a...

We are seeking a highly skilled Personal Finance Expert to join our team at Orion Summit Life Insurance Agency Inc. - Team Justine.ResponsibilitiesA Personal Finance Expert is responsible for providing expert financial guidance to clients, including:Assessing clients' financial situations and developing personalized financial plans.Providing education and...

Prulife UK - Team Niko is seeking a highly motivated Personal Finance Specialist to join our team. In this role, you will be responsible for developing and implementing personalized financial plans for our clients, while also maintaining strong relationships with them.Responsibilities:Develop and implement financial plans that meet clients' needs and...

About the RoleWe are looking for a detail-oriented Financial Planner to help our clients achieve their financial goals. As a key member of our team, you will be responsible for creating personalized financial plans that cater to each client's unique needs and risk tolerance.Key TasksConduct thorough assessments of clients' financial situations and develop...

We are seeking a highly skilled Financial Consultant to join our team at Prulife UK - Northern Summit Life Insurance Agency.This role involves helping clients plan their finances, make smart investments, and achieve their financial goals.ResponsibilitiesThe successful candidate will assist clients with investment planning, provide financial advice, and...

Capex Finance and Investment Corporation is a leader in the financial services industry, and we are seeking a Process Optimization Consultant to join our team and help us optimize our business processes and improve efficiency.As a Process Optimization Consultant, you will be responsible for analyzing our business processes and identifying opportunities for...

About UsPersonal Collection Direct Selling Inc. is a dynamic retail company seeking an Organizational Development Consultant to drive growth and performance through strategic HR initiatives.Main ResponsibilitiesOrganizational Design: Collaborate with senior management to design and implement organizational structures that support business objectives.Change...

Willing to be assigned to TaguigWe are seeking a highly skilled Finance Transformation Consultant specializing in Direct Tax to join our team. The successful candidate will play a crucial role in helping organizations optimize their tax processes through technology, automation, and strategic transformation initiatives. This role requires strong expertise in...

We are seeking a dynamic Sales Consultant to join our team at Marie France Group of Companies.About the JobThe Sales Consultant will be responsible for driving business growth by exceeding targets and delivering exceptional customer experiences.The ideal candidate will have excellent communication and interpersonal skills, with a results-oriented mindset and...

About the JobWe're looking for a skilled professional to manage new personal account set up for mortgage products and handle subsequent requests once the account has been opened.Job Description:This role involves managing mortgage and non-financial transactions, ensuring accuracy and timeliness, and collaborating with business units to address product and...

SAP S/4HANA Finance ConsultantJob DescriptionAs a S/4HANA Finance Consultant, you will be the part of our team of experts responsible for creating a detailed blueprint for the development requirements of S/4HANA, and for providing business and functional support around SAP modules, particularly for ECC Migration or conversion from legacy SAP systems to SAP...

SAP FICO Consultants are deployed on-site during implementation up to the go-live period. Their responsibility ends when the projects go-live. Consultants play a more important role than end/power users within the client's company because they are responsible for the implementation and system configuration based on business requirements, business analysis,...

Xurpas, Inc. Mandaluyong, National Capital Region, PhilippinesSap Finance Control Consultant2 days ago Be among the first 25 applicantsSummaryYou will be responsible for designing, building, and configuring applications to meet business process and application requirements. Your typical day will involve working with SAP FI CO Finance, analyzing data, and...

Grow Beyond UR Job with URCUniversal Robina Corporation is looking for a SAP FICO Lead. As an SAP Finance Lead, you will be responsible for overseeing and managing our SAP Finance module implementation, customization, and ongoing support. You will collaborate closely with cross-functional teams to ensure seamless integration of SAP Finance solutions with our...

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...

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...

Job Title: Accounting and Finance DirectorAbout UsWHR Global Consulting is a renowned consulting firm that offers specialized services to clients across diverse industries. Our mission is to provide exceptional service while fostering long-term relationships with our clients.Job SummaryWe are looking for an accomplished Accounting and Finance Director to...

We are seeking an experienced Credit Review Analyst to join our team at ORIX METRO Leasing and Finance. In this role, you will be responsible for conducting independent loan reviews and reporting on policy and underwriting observations/exceptions.Job Description:Perform comprehensive reviews of sampled loans to identify any credit weaknesses or policy...

Personal Loans Acquisitions and Portfolio AnalystPL Acquisitions and Portfolio AnalystJOB SUMMARY:The key responsibility is to provide Analytics and Data Science support to the Consumer Business Sector's portfolio in the area of balancing Risk-Reward to open up business growth opportunities and transformational initiatives.Specific Duties &...

Consulting and Oversight Role:Drive the company's financial and tax planning (local and international setting).Provide strategic recommendations to the CFO and members of the executive management team.Work with the General Manager/CFO on the strategic vision including fostering and cultivating stakeholder relationships on city, state, and national levels, as...