Senior Financial Planner

Company OverviewMission at Millennial Financial Advisors is to add value to individuals by protecting their greatest asset – Life. We are a company that values building long-lasting relationships with our clients, and we are seeking an experienced Financial Wealth Planner to join our team.Job SummaryThis is a Part-time/ Full-Time remote role for a highly...

Sun Life Grepa Financial, Inc. is looking for a skilled Financial Planner to deliver personalized investment solutions to clients.Key Responsibilities:Create comprehensive financial plans tailored to clients' unique needs and goals.Develop and implement effective investment strategies that ensure clients' financial objectives are achieved.Maintain strong...

Company DescriptionWelcome to D11, a collective of exceptional Financial Wealth Planners and Managers. Our mission is simple yet powerful: to multiply our impact and extend our reach, helping individuals build worry-free and hope-filled lives. Join us on this journey to financial empowerment and a brighter future.Role DescriptionThis is a part-time hybrid...

Our ApproachMillennial Financial Advisors takes a holistic approach to financial planning, focusing on each client's unique needs and goals. Our experienced Financial Wealth Planners work closely with clients to create tailored wealth management plans that drive success.About the PositionWe are seeking a highly skilled Financial Wealth Planner to join our...

Posted 18 days ago and deadline of application is on 30 Jan.Recruiter was hiring 2 days ago.About MedGrocerMedGrocer's digitally-enabled "medicine-as-a-service" platforms are used by hundreds of employers and pharma companies. Our end-to-end medicine/vaccine programs, telehealth services, and onsite medical staff serve a million Filipinos every year....

Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at Trinasolar. As a key member of our Project Finance department, you will be responsible for developing financing plans for solar and energy storage projects in the covered regions.You will liaise with local banks and financial institutions, coordinate with internal teams and...

Job SummaryWe are seeking a highly skilled Financial Wealth Planner to join our team at FWD Philippines. As a key member of our organization, you will be responsible for providing exceptional financial advice and guidance to our clients.About the RoleAdvising clients: Providing comprehensive financial planning, including life insurance and investment...

Career Opportunities:At ACCA Careers, we offer a range of career opportunities for ambitious professionals who share our passion for finance and our commitment to excellence.We are seeking a Corporate Financial Planner to join our team, responsible for analyzing complex financial data and providing actionable insights to senior leaders.Key...

Shopee is seeking a highly skilled Corporate Financial Planner to support our expanding financial services offerings. As a key member of the finance team, you will be responsible for assisting with compliance and regulatory reporting requirements, including capital management and liquidity requirements.Responsibilities:Identify opportunities for efficiency...

Advising clients: Providing financial advice, including life insurance and investment strategiesConducting intermediary services: Acting as a liaison between the client and the insurance companySelling life policies: Selling life insurance policies that pay out when the insured person diesMaintaining and expanding client base: Providing good customer service...

Optum National Capital Region, PhilippinesCapacity PlannerAs a Capacity Planner, you will grow and develop as you conduct and manage outcomes of various studies. You will be challenged to analyze, review, and forecast data for operational and business planning. As part of this elite team, you will be empowered to impact the health care system through the...

Job SummaryThe Senior Buyer Planner is a critical role within our supply chain organization. You will be responsible for sourcing and procuring materials, managing inventory levels, and ensuring timely delivery of goods to our customers.Key Responsibilities:Sourcing and procurement of materials and servicesDevelopment and implementation of inventory...

Job OverviewFWD D11 District seeks a highly motivated and skilled Financial Planner to join our team. This is a part-time hybrid role located in Metro Manila with some work-from-home flexibility.Key Responsibilities:Develop and implement financial plans for clients, providing advice on personal financial planning, managing retirement planning, and conducting...

Company DescriptionWe add value to people by protecting their greatest asset - Life.Role DescriptionThis can be a Part-time/ Full-Time remote role for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for managing client relationships and providing financial guidance and recommendations. The Financial Wealth Planner will also...

About the PositionThe Corporate Financial Planner will play a critical role in driving financial performance at Shopee.This position involves planning and overseeing budget requirements to ensure alignment with business objectives.Responsibilities include analyzing monthly financial performance, conducting forecasting, and business planning to identify areas...

Position Summary:Major responsibilities of a Buyer/Planner Senior include the overall SIOP of assigned business, management and tracking of inventory/supply levels of the assigned product class to support customer demand through close coordination with the BBR Supervisor and Category Manager. Responsibilities include reviewing and releasing MRP signals,...

Job Summary:As a Senior Project Planner at Power Dimension, Inc., you will play a crucial role in planning and scheduling project workloads to ensure timely completion of projects.About the Job:Create short and long-term resource allocation plans based on input from project teams.Develop detailed task lists and work effort assessments to support project...

Position: Capacity Planner / Workforce PlannerLocation: Available Sites: (QC, Taguig, Makati, Muntinlupa, Cebu, Davao)Shift: Night Shift (9 PM start)Work Setup: RTO, Hybrid post-evaluation (3-6 months onsite)Salary: PHP 94,000 - PHP 135,000 + PHP 3,600 OGA AllowanceSign-on Bonus: Equivalent to basic pay, split over 2 tranches with a 1-year retention...

About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis (FP&A) Supervisor to join our team at GM Philippines Inc. The successful candidate will be responsible for leading a team of financial analysts in providing strategic business finance support to the organization.The ideal candidate will have a strong background in...

time left to apply End Date: March 14, 2025 (30+ days left to apply)job requisition id R25_00173Position Summary:Major responsibilities of a Buyer/Planner Senior are the overall SIOP of assigned business, management and tracking of inventory/supply levels of the assigned product class to support customer demand through close coordination with the BBR...