Financial Strategist

7 days ago


Baguio City, Cordillera, Philippines Sun Life Philippines Full time

At Sun Life Philippines, we seek a highly skilled Financial Advisor to join our team. As a key player in helping clients achieve their long-term financial goals, you will be responsible for delivering personalized investment solutions and creating comprehensive financial plans.

Key Responsibilities
  1. Develop and implement customized financial plans tailored to individual client needs
  2. Work closely with investment professionals to foster strong relationships with clients
  3. Ensure the accuracy and completeness of all financial plans and documents

Requirements

  1. Bachelor's degree in Finance or a related field
  2. Significant experience in the industry
  3. In-depth knowledge of the investment business
  4. Exceptional interpersonal skills


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