Current jobs related to Expert Financial Guidance - Davao City, Davao - Sun Life Philippines Bahada

  • Career Guidance Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    As a Career Guidance Expert, you will provide comprehensive guidance and advice to prospective students throughout the admissions process.About this RoleThis includes program selection, application preparation, and financial aid options.Our ideal candidate is someone who excels in building strong relationships with prospective students, parents, and...

  • Financial Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Job SummaryThe role of a Financial Advisor is to provide expert guidance and support to clients on various topics. This position requires strong analytical, communication, and problem-solving skills, as well as in-depth knowledge of relevant industry trends and best practices.Key Responsibilities:Analytical and Problem-Solving Skills: Assess clients'...

  • Accounting Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    We are looking for an experienced and skilled Accounting Expert to join our team. In this role, you will be responsible for providing financial guidance and support to various stakeholders, including preparing financial reports, analyzing data, and ensuring compliance with relevant regulations.The ideal candidate will possess a Bachelor's degree in...

  • Financial Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Job DescriptionThis position involves providing in-depth financial guidance to clients, establishing strong relationships, and achieving sales goals. The role requires analyzing client financial situations, recommending suitable financial products and services, and educating clients on financial planning concepts.The ideal candidate will have a solid...

  • Professional Financial Advisor

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    This is an exciting opportunity for a seasoned Financial Consultant to join our team, providing expert advice and guidance to clients on various aspects of personal finance.Key Areas of FocusDevelop and implement comprehensive financial plans to help clients achieve their financial objectives.Provide ongoing support and guidance to clients, ensuring they...

  • Corporate Financial Educator

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Job SummaryThis is an exciting opportunity to develop your career as a business accounting expert. In this role, you will be responsible for:Designing and delivering tailored training programs to meet the specific needs of clients or organizations.Providing expert guidance on accounting principles, financial reporting, and software applications.Maintaining...

  • Senior Financial Advisor

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Job Requirements:We are looking for a qualified Senior Financial Advisor to join our team. The ideal candidate will have a strong background in accounting, finance, and taxation.Key Responsibilities:Provide Financial Guidance: Offer expert financial guidance to clients or internal teams.Analyze Financial Data: Identify discrepancies and provide insights to...

  • Motor Vehicle Guidance Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Vehicle Consultation RoleWe are seeking a professional to advise customers on vehicle options, features, and specifications.Key Responsibilities:Provide expert advice on vehicle options, features, and specifications.Assist customers in the selection and purchase of vehicles.Requirements:Strong knowledge of vehicles, automotive technology, and industry...

  • Financial Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    Job Description:Maintaining accurate and up-to-date financial records is a critical aspect of this role. This involves data entry, invoice processing, bank reconciliations, and preparing financial reports.As a financial expert, you will be responsible for analyzing financial data to identify trends and assess financial performance. This includes preparing...

  • Financial Planning and Analysis Expert

    2 weeks ago

    Davao City, Davao, Philippines beBee Careers Full time

    As a Financial Planning and Analysis Specialist, you will be responsible for providing financial guidance to the organization. Your role will involve analyzing financial data, identifying trends, and making recommendations to improve financial performance.Key ResponsibilitiesAnalyzing financial statements and reports to identify areas of...

Expert Financial Guidance

3 weeks ago

Davao City, Davao, Philippines Sun Life Philippines Bahada Full time

Sun Life Philippines Bahada invites applications from experienced Financial Consultants looking to join a dynamic team dedicated to providing superior financial services. As a key member of our team, you will develop and implement customized financial plans, leveraging your expertise to empower clients and drive business success.

Key Accountabilities
  • Design and execute bespoke financial plans that cater to individual client needs, incorporating investment management, retirement planning, and insurance strategies.
  • Nurture strong relationships with clients, delivering exceptional service and fostering trust through regular communication and expert guidance.
Desirable Skills and Qualifications

To excel in this position, you will require:

  • Educational Background: A Bachelor's degree in Finance, Economics, Accounting, Business, or a related field is desired.
  • Professional Experience: Previous experience as a financial advisor or in a similar role is highly desirable, demonstrating a strong understanding of the industry and its nuances.

We seek an individual with remarkable analytical and problem-solving skills, capable of working independently while maintaining a team-oriented mindset.

A strong sense of ethics and professionalism is also essential, with an unwavering commitment to client confidentiality and fiduciary responsibilities.

This role demands a driven and goal-oriented professional, adept at identifying and capitalizing on new business opportunities while staying vigilant about market trends and regulatory developments.