Financial Planning Specialist

1 week ago


Taguig, National Capital Region, Philippines Sun Life of Financial - Acropolis Unit Full time

As a Financial Advisor at Sun Life of Financial - Acropolis Unit, our goal is to provide expert financial planning services to clients. With a strong focus on education planning, retirement savings, emergency funds, health insurance, and milestone savings, we aim to empower individuals to achieve their long-term goals.

We take pride in delivering personalized advice and support to help clients navigate the complexities of financial planning. Whether you're looking to secure your future or simply want to make informed decisions about your finances, we're here to guide you every step of the way.

We offer a comprehensive approach to financial planning, which includes:

  • Company Overview: At Sun Life of Financial - Acropolis Unit, we're committed to providing exceptional service and expertise to our clients.
  • Salary: Our salary package for this role starts at approximately $65,000 per year, depending on experience.
  • Job Description: As a Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.
  • Required Skills and Qualifications: To succeed in this role, you'll need excellent communication and interpersonal skills, as well as a strong understanding of financial products and services.
  • Benefits: We offer a competitive benefits package, including medical, dental, and vision coverage, as well as opportunities for professional development and advancement.

We believe that our unique blend of expertise, personalized service, and commitment to excellence sets us apart from other financial institutions. If you're passionate about helping others achieve their financial goals, we encourage you to explore this opportunity further.



  • Taguig, National Capital Region, Philippines Sun Life of Financial - Acropolis Unit Full time

    We are seeking a skilled Financial Advisor to join our team at Sun Life of Financial - Acropolis Unit.As a Financial Advisor, your primary responsibility will be to help clients achieve their financial goals through expert planning and guidance.The ideal candidate will possess excellent communication skills, a strong understanding of financial markets, and...


  • Taguig, National Capital Region, Philippines IQBackOffice Full time

    **Financial Planning Specialist**At IQBackOffice, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will play a crucial role in guiding the financial decisions of the organization by analyzing financial data and trends.**Key Responsibilities:**Financial Planning and Analysis:Conduct...


  • Taguig, National Capital Region, Philippines IQBackOffice Full time

    Job SummaryIQBackOffice is seeking a skilled Senior Financial Planning Specialist to play a crucial role in guiding the financial decisions of our organization. As a key member of our finance team, you will analyze financial data and trends to support strategic planning and provide valuable insights to improve financial performance and operational...


  • Taguig, National Capital Region, Philippines Neocareer Philippines Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Planning Specialist to join our team at Neocareer Philippines. In this role, you will be responsible for managing the budgeting, forecasting, and planning process for our organization.Key ResponsibilitiesAnalysis of actuals against budget/forecast and prior year/sPrepare the...


  • Taguig, National Capital Region, Philippines Gratitude Philippines Full time

    Gratitude Philippines is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.We are offering a competitive salary of PHP 120,000 - 180,000 per month, commensurate with experience.About the RoleThis is a key position within the finance department, responsible for providing strategic financial planning and analysis to...


  • Taguig, National Capital Region, Philippines Cobden & Carter International Full time

    **Job Overview**Cobden & Carter International is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our finance department, you will play a critical role in driving business performance through the provision of financial expertise and insights.**About the Role**This is an exciting opportunity for a...


  • Taguig, National Capital Region, Philippines TASQ Staffing Solutions Full time

    Job SummaryWe are seeking a highly skilled Strategic Planning Specialist to join our team at TASQ Staffing Solutions.Key ResponsibilitiesAnalyze research data and financial models to provide actionable insights for strategic initiatives.Develop and present management reports to aid in strategy formulation and execution.Collaborate with business units to...


  • Taguig, National Capital Region, Philippines Cork Wine Bar and Shop Inc. Full time

    At Cork Wine Bar and Shop Inc., we are seeking an experienced Financial Operations Specialist to join our team.About the RoleWe are looking for a highly skilled and motivated individual to support our Finance Manager in managing the financial operations of the Company. As a Financial Operations Specialist, you will play a key role in analyzing financial data...


  • Taguig, National Capital Region, Philippines Solid Lyndelle Manpower Services Inc. Full time

    Job DescriptionWe are seeking a skilled Financial Operations Specialist to join our team at Solid Lyndelle Manpower Services Inc.About the RoleThis is an exciting opportunity for a highly motivated and organized individual to manage multiple clients, ensuring seamless financial operations. As a Financial Operations Specialist, you will be responsible for...


  • Taguig, National Capital Region, Philippines Risewave Consulting Inc. Full time

    Risewave Consulting Inc. is a leading consulting firm seeking an experienced Financial Control Specialist to join our team.About the Role:We are looking for a highly skilled and motivated individual to take on a key role in our finance department. As a Financial Control Specialist, you will be responsible for establishing and maintaining effective financial...


  • Taguig, National Capital Region, Philippines Geordanson Foods Limited OPC Full time

    Geordanson Foods Limited OPC is seeking a highly skilled Financial Reporting Specialist to join our team. As a Financial Reporting Specialist, you will play a crucial role in maintaining the financial health of our organization by accurately recording and reporting financial transactions.Key ResponsibilitiesThe ideal candidate will have a strong...


  • Taguig, National Capital Region, Philippines Nityo Infotech Services Philippines Inc. Full time

    We are looking for a highly skilled Financial Collections Specialist to join our team at Nityo Infotech Services Philippines Inc.As a key member of our financial team, you will be responsible for managing and collecting outstanding payments from clients.Key qualifications include:No less than 3 years of experience as an Account Receivable Associate or in a...


  • Taguig, National Capital Region, Philippines Funtomato Consultancy Full time

    At Funtomato Consultancy, we are seeking a highly skilled Chief Financial Operations Specialist to join our team. This role is ideal for an experienced professional with a strong background in financial planning, analysis, and reporting.Job SummaryThe successful candidate will be responsible for leading month-end financial closing and preparing detailed...


  • Taguig, National Capital Region, Philippines Neksjob Full time

    We are seeking a skilled Financial Transaction Specialist to join our team at Neksjob!Key Responsibilities:Maximize sales team potential through effective planning and executionCraft and justify sales plans to upper managementCollaborate with the sales team to drive revenue growthRequirements:Accounting and Finance graduate or undergraduate degree6 months of...


  • Taguig, National Capital Region, Philippines Nityo Infotech Services Philippines Inc. Full time

    Nityo Infotech Services Philippines Inc. is a leading provider of IT solutions and services, seeking an experienced Financial Collections Specialist to join our team.Job OverviewThe successful candidate will be responsible for managing end-to-end financial collections processes, ensuring timely and efficient receipt of payments from clients. A strong...


  • Taguig, National Capital Region, Philippines Funtomato Consultancy Full time

    About Funtomato ConsultancyFuntomato Consultancy is a leading consultancy firm that provides expert services in brand planning. Our team of experienced professionals is dedicated to helping businesses develop effective brand strategies.Job Title: Strategic Brand Planning SpecialistWe are seeking a highly skilled Strategic Brand Planning Specialist to join...


  • Taguig, National Capital Region, Philippines Gratitude Philippines Full time

    Job Title: Financial Accounts SpecialistAbout the Role:This is an exciting opportunity to join Gratitude Philippines as a Financial Accounts Specialist. In this role, you will be responsible for managing accounts receivable and ensuring timely payment from clients.Key Responsibilities:- Manage accounts receivable, including invoicing, tracking payments, and...


  • Taguig, National Capital Region, Philippines Ayuda Business Management solution Inc Full time

    Financial Operations SpecialistAbout the RoleAyuda Business Management Solution Inc is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing our company's financial operations, ensuring accuracy and efficiency in all financial transactions.Key...


  • Taguig, National Capital Region, Philippines Funtomato Consultancy Full time

    Accounting Specialist Job DescriptionThe Funtomato Consultancy team seeks an experienced Accounting Specialist to manage and record financial transactions, ensuring accuracy in the company's financial data. This role requires a strong understanding of accounting principles and financial reporting.Key Responsibilities:Process and verify invoices, payments,...


  • Taguig, National Capital Region, Philippines DLL & Sons Company Asia Ltd., Inc. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at DLL & Sons Company Asia Ltd., Inc.