Retirement Planning Expert
2 weeks ago
At Quebracho NBO - Sun Life of Canada (Phil.), Inc., we believe in empowering our clients to take control of their financial future. As a Financial Advisor, you will be responsible for providing expert guidance and support to help our clients achieve their financial goals.
The role involves:
Job Description:
This is a full-time role open for part-timers. A remote role for Unit Managers and Financial Advisors at Quebracho NBO - Sun Life of Canada (Phil.), Inc. The role involves daily tasks related to financial planning, insurance, retirement planning, investments, and financial advisory to assist clients in achieving their financial goals.
- Helping clients achieve a lifetime financial security and live healthier lives
- To serve a bright purpose of furthering our advocacies, Financial Literacy and Health & Wellness
- Be a partner for life to our clients
- Provide sound financial advice to address different needs throughout every stage of the clients' lives
Responsibilities include:
- Assisting clients in creating personalized financial plans
- Providing expert advice on various types of insurance policies
- Helping clients plan for a secure retirement
- Offering advice on investment opportunities
- Providing ongoing support to clients
Requirements:
- Bachelor's Degree in any field (advantageous but not required)
- Willing to attend trainings and seminars on Financial / Insurance practices
We offer a range of benefits, including:
- Flexible working hours and location
- Career growth and development
- Limitless earning potential
- Rewards & Recognitions
- Group Life Insurance
- Loan Programs
-
Retirement Funding Expert
5 days ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeAre you passionate about helping others achieve their financial goals? Join us as a Retirement Funding Expert and play a critical role in shaping the financial futures of our clients. At Sun Life (Khaya NBO), we are dedicated to providing our customers with innovative solutions and exceptional service.About the Role:Help clients understand the importance of...
-
Financial Planning Expert
1 week ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeSun Life (Khaya NBO) seeks a skilled Financial Planning Expert to help clients achieve their financial goals. The ideal candidate will have excellent communication skills and be able to provide personalized advice on investment, insurance, retirement, education funding, estate planning, and wealth management.The successful Financial Planning Expert will work...
-
Financial Planning Expert
7 days ago
Pasay, National Capital Region, Philippines Sun Life Full timeCompany Overview:Sun Life is a leading provider of financial services, dedicated to helping individuals achieve their long-term goals.Job Description:We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will provide tailored financial advice to clients, taking into consideration their individual needs and objectives.Key...
-
Senior Accountant Php 80000 Retirement
5 days ago
Pasay, National Capital Region, Philippines J-K Network Services Full timeCompany Profile: This company is founded in 2005, it is one of the most fastest and growing company in the Philippines. Their main focused industry is technology, healthcare and investment management that give people more unique needs and endless opportunity.Position: Senior AccountantCompany Industry: BPO CompanyLocation: Pasay CiySalary Offer: 80,000Work...
-
Financial Planning Expert
2 weeks ago
Pasay, National Capital Region, Philippines 2GO Group Full timeThe 2GO Group is seeking a skilled Financial Planning & Analysis (FP&A) professional to join our team as a Financial Planning Expert. This role will be responsible for analyzing and reporting financial results, ensuring accuracy of management accounts, coordinating and preparing the annual budget and rolling forecasts, and assisting in ad-hoc planning,...
-
WFM Strategy and Planning Expert
2 days ago
Pasay, National Capital Region, Philippines Gratitude Philippines Full timeJob Title: WFM Strategy and Planning ExpertAbout the PositionWe are seeking a seasoned Capacity Planner to join our Workforce Management team as a strategic advisor. As a key expert, you will provide insights and recommendations to drive business outcomes and optimize resource allocation.About Our Organization:Gratitude Philippines is a forward-thinking...
-
Financial Planning Specialist
2 hours ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeAbout the RoleThe Financial Advisor role at Sun Life (Khaya NBO) involves working closely with clients to understand their financial needs and priorities.Key Responsibilities:Assist clients in creating personalized financial plans that align with their goals.Develop and implement strategies for investment, insurance, retirement, and estate planning.Cultivate...
-
Career Opportunities in Financial Planning
2 weeks ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeCompany OverviewSun Life (Khaya NBO) is a leading financial services provider dedicated to helping individuals achieve their long-term goals. We are committed to making a positive impact in the Philippines by promoting financial literacy and providing innovative solutions for our clients.Job DescriptionWe are seeking a highly skilled Financial Advisor to...
-
Financial Planning Specialist
2 weeks ago
Pasay, National Capital Region, Philippines Sun Life Philippines Full timeCompany OverviewSun Life Philippines is a leading insurance company in the country, providing comprehensive financial solutions to individuals and families.Job DescriptionWe are currently seeking a Financial Advisor who will be responsible for offering tailored financial advice to clients, taking into consideration their individual needs and objectives. This...
-
Financial Planning Specialist
5 days ago
Pasay, National Capital Region, Philippines Quebracho NBO - Sun Life of Canada (Phil.), Inc. Full timeAt Quebracho NBO - Sun Life of Canada (Phil.), Inc., we're dedicated to helping clients achieve a lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in serving our bright purpose of furthering our advocacies, Financial Literacy and Health & Wellness.About the RoleThis is a full-time opportunity for...
-
Financial Planning Consultant
7 days ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeJob Overview:Sun Life (Khaya NBO) is seeking a skilled financial advisor to join our team. As a financial planning consultant, you will play a vital role in helping clients achieve their financial goals and priorities.Key Responsibilities:Advise clients on investment options, life insurance, critical illness protection, retirement funding, education funding,...
-
Financial Planning Consultant
2 weeks ago
Pasay, National Capital Region, Philippines Quebracho NBO - Sun Life of Canada (Phil.), Inc. Full timeAre you looking for a challenging and rewarding career that allows you to make a real difference in people's lives? Look no further than Quebracho NBO - Sun Life of Canada (Phil.), Inc.! As a Financial Planning Consultant, you'll play a critical role in helping our clients achieve their financial goals and securing their financial futures.We're a dynamic...
-
Trade Compliance Expert
1 day ago
Pasay, National Capital Region, Philippines DHL Germany Full timeAbout the JobThe Trade Compliance Expert will be responsible for ensuring that all trade activities are conducted in compliance with relevant laws and regulations. This includes monitoring trade data, identifying potential risks, and developing strategies to mitigate those risks.Key Responsibilities• Monitor trade data for potential compliance issues•...
-
Financial Services Expertise Wanted
2 weeks ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeFinancial Planning Made EasyWelcome to Sun Life (Khaya NBO), where we believe that everyone deserves access to expert financial advice and guidance. Our Financial Advisors are trained to help clients navigate the complexities of financial planning and provide personalized solutions to meet their unique needs and goals.What We OfferOur Financial Advisors...
-
Financial Planning Specialist
5 days ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeAs a Financial Planning Specialist at Sun Life (Khaya NBO), you will help clients achieve their long-term financial goals. Our company is dedicated to providing innovative solutions for our customers, and we are looking for a skilled professional like you to join our team.About the Role:Provide expert advice on investment strategies and products to...
-
Organizational Efficiency Expert
6 days ago
Pasay, National Capital Region, Philippines Hunter's Hub Inc. Full timeBenefitsWe offer a range of benefits to support your career and personal development.These include:A competitive salary and bonuses.Opportunities for professional growth and development.A comprehensive health insurance plan.A retirement savings plan.Tuition reimbursement and educational assistance.We are an equal opportunities employer and welcome...
-
Digital Transformation Expert
2 weeks ago
Pasay, National Capital Region, Philippines Hunter's Hub Inc. Full timeAbout Hunter's Hub Inc.We are a dynamic and innovative organization that values expertise and creativity in its employees.We pride ourselves on our commitment to excellence, customer satisfaction, and employee well-being, creating a positive impact on our community and the world at large.Job DescriptionWe are seeking an IT Business Analyst to join our team,...
-
Retirement Investment Advisor
7 days ago
Pasay, National Capital Region, Philippines Sun Life Full timeSun Life Overview:As a leading financial services provider, we offer a range of products and services designed to help individuals achieve their financial goals.Financial Advisor Role:In this role, you will have the opportunity to make a meaningful difference in people's lives by providing personalized financial guidance.Responsibilities:- Develop and...
-
Personal Financial Planning Consultant
5 days ago
Pasay, National Capital Region, Philippines Sun Life Full timeAbout the Role:This is an exciting opportunity to join our team as a Financial Advisor. As a Financial Advisor at Sun Life, you will play a key role in helping clients achieve their financial goals. You will be responsible for providing expert advice on financial planning, investment management, and risk protection, as well as developing and maintaining...
-
Personal Finance Consultant
1 week ago
Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full timeSun Life (Khaya NBO) is committed to helping individuals and families achieve their financial goals through innovative Personal Finance Consulting services. We seek a highly skilled Personal Finance Consultant to join our team and provide expert advice on financial planning, investment, insurance, retirement, education funding, estate planning, and wealth...