Current jobs related to Financial Planning Specialist - Quezon City, National Capital Region - Manulife Philippines

  • Financial Planning Specialist

    5 days ago

    Quezon City, National Capital Region, Philippines Recruiter PH Full time

    At Recruiter PH, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will play a vital role in supporting forecasting and financial planning activities.The ideal candidate will possess a strong background in accounting and finance, with experience in analyzing financial modules and results....

  • Financial Planning Specialist

    10 hours ago

    Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

    We are looking for a Financial Planning Specialist to join our team at PruLife UK- Team Christine.Your expertise will help clients achieve their long-term financial goals by developing personalized financial plans. You will analyze clients' financial situations, identify areas for improvement, and recommend targeted strategies to enhance their financial...

  • Financial Planning Specialist

    6 days ago

    Makati City, National Capital Region, Philippines AMCO Solutions Full time

    Are you a motivated and detail-oriented individual looking for a new challenge? We're seeking a Financial Planning Specialist to join our team at AMCO Solutions.In this role, you will work closely with our team to deliver high-quality financial planning solutions to our customers. Your attention to detail and analytical skills will be essential in helping us...

  • Budgeting and Financial Planning Specialist

    7 days ago

    Makati City, National Capital Region, Philippines Hunter's Hub Inc. Full time

    Job DescriptionThe Budgeting and Financial Planning Specialist will be responsible for creating and managing budgets, financial reports, and forecasts for the IT segment.Key ResponsibilitiesDevelop and maintain comprehensive budgetary plans and forecasts.Analyze financial data to identify areas for cost reduction and process...

  • Financial Planning

    3 weeks ago

    Quezon City, National Capital Region, Philippines Recruiter PH Full time

    Qualifications:• Bachelor's Degree required Accounting/Finance• Minimum of 3 years relevant experience , or advanced degree with a minimum of 2 years relevant experience• Able to work extended hours if needed• Quickbooks• SAP (General Ledger (Finance) / and individual modulesResponsibilities:• Performs and analyze financial modules and results,...

  • Financial Planning Expert

    5 days ago

    Quezon City, National Capital Region, Philippines Manulife Full time

    The position of Financial Planning Expert plays a crucial role in the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team. As a key member, you will be accountable for providing accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting to various...

  • Financial Analyst, Financial Planning

    2 weeks ago

    Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full time

    Financial Analyst, Financial Planning & AnalysisFinancial Analyst, Financial Planning & AnalysisApply locations Quezon City time type Full time posted on Posted 2 Days Ago time left to apply End Date: March 31, 2025 (30+ days left to apply) job requisition id JR25011150The position is accountable for providing accurate, timely, and relevant monthly,...

  • Financial Analyst, Financial Planning

    5 days ago

    Quezon City, National Capital Region, Philippines Manulife Full time

    The position is accountable for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.Job...

  • Financial Planning and Analysis Specialist

    21 hours ago

    Makati City, National Capital Region, Philippines Aboitiz Power Corp. Full time

    Financial Planning and Analysis SpecialistPosted 6 days ago and deadline of application is on 11 AprJob DescriptionPreferably Certified Public AccountantAt least 3 years of relevant experienceWith experience in Financial Modelling and Sensitivity AnalysisHas understanding of the generation and distribution power industry and salesKnowledgeable in using...

  • Financial Analyst, Financial Planning

    1 week ago

    Quezon City, National Capital Region, Philippines Manulife Full time

    The position is accountable for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.Job...

  • Corporate Financial Planning Lead

    4 days ago

    Quezon City, National Capital Region, Philippines Recruiter PH Full time

    We are seeking a talented Corporate Financial Planning Lead to coordinate and discuss with portfolio companies on their financial performance, profitability initiatives, plans and achievements. The successful candidate will have excellent financial planning and analysis skills, with the ability to develop and implement effective financial strategies. They...

  • Financial Planning and Analysis Expert

    6 days ago

    Makati City, National Capital Region, Philippines CITADEL Pacific Ltd. Full time

    Company Overview:CITADEL Pacific Ltd. is a dynamic organization that requires a skilled professional to facilitate business planning, financial forecasting, and performance management.Job Description:The Financial Planning and Analysis Specialist will be responsible for assisting the Commercial Finance Manager in facilitating Annual Business Planning,...

  • Financial Planning

    1 week ago

    Caloocan City, National Capital Region, Philippines CHG Global Inc Full time

    Talent Management Associate Manager | Master of Arts in Industrial PsychologyJob DescriptionManages financial planning, budgeting, and forecasting.Creates variance analysis reports and financial models.Leads real-time financial performance monitoring.Escalates any financial issues to management.Sets and tracks key performance indicators (KPIs) and...

  • Financial Planning and Analysis Leader

    5 days ago

    Quezon City, National Capital Region, Philippines Manulife Full time

    AccountabilitiesAs a Financial Planning and Analysis Leader, you will be responsible for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning...

  • Financial Planning Specialist

    5 days ago

    Makati City, National Capital Region, Philippines Avaloq Full time

    Job TitleBiz Manager - Reporting and Data AnalysisAbout AvaloqAvaloq is a leading provider of wealth management technology and services, operating in 12 countries globally. We are committed to creating a diverse and inclusive work environment where everyone feels valued and empowered to succeed.Job SummaryThe Business Manager will play a key role in...

  • Financial Planning

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines Qubel Full time

    Job Summary:The FP&A Manager will be crucial in shaping the company's financial strategy and aiding decision-making. This individual will oversee financial budgeting and collaborate with operational departments monthly, support long-term planning for investors and lenders, evaluate investment opportunities, and ensure accurate financial forecasting to give...

  • Financial Planning

    3 weeks ago

    Makati City, National Capital Region, Philippines Its Time For Tims Coffee Full time

    The Financial Planning and Analysis Manager (FP&A Manager) shall beresponsible for overall business planning and FP&A. The role will report directly to the CFO, indirectly to the CEO, and will be assisted by FP&A Analyst.Specific Responsibilities1. Formulate mid-term plan and annual budget2.Consolidate and analyze financial and operational results and work...

  • Financial Planning Analyst

    5 days ago

    Quezon City, National Capital Region, Philippines J-K Network Services Full time

    About J-K Network ServicesWe were founded in 2010 with a mission to empower our customers by providing valuable insights and analytics.Our team is dedicated to delivering high-quality services, and we're looking for talented individuals to join us. As a Junior Financial Planning Reporting & Analysis professional, you will play a key role in supporting our...

  • Financial Services Representative

    6 days ago

    Quezon City, National Capital Region, Philippines Sun Life Financial Full time

    About the Role:As a Financial Services Representative, you will be responsible for delivering exceptional customer service to our clients. This includes receiving payments in cash, cheque, or credit card, issuing Official Receipts or Provisional Receipts as appropriate, and ensuring timely crediting to the policy/plan/investments.Key...

  • Management Planning Specialist

    2 days ago

    Mandaluyong City, National Capital Region, Philippines San Miguel Corporation Full time

    About the Role:We are looking for a Management Planning Specialist to support our management team at San Miguel Corporation.The successful candidate will assist in developing and implementing management plans to drive business growth and profitability.Main Responsibilities:Evaluation of management plans, including financial analysis and market...

Financial Planning Specialist

2 weeks ago

Quezon City, National Capital Region, Philippines Manulife Philippines Full time
UNIT HEAD Associate in Manulife Philippines

About Us

We are a leading provider of financial services, dedicated to helping our clients achieve their long-term goals.

The role we have available is for a part-time hybrid Financial Advisor at our Quezon City office. As a Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, investments, and other related services.

Key Responsibilities:

  • Conducting thorough financial needs analyses to identify client goals and objectives
  • Developing personalized financial plans that meet the unique needs of each client
  • Providing ongoing support and guidance to help clients stay on track with their financial goals

To succeed in this role, you will need strong analytical and problem-solving skills, excellent interpersonal and communication skills, and the ability to work independently as well as collaboratively as part of a team. Tech savvy individuals who are able to effectively use digital tools and platforms will also be highly valued.

Benefits of Working with Us:

  • A supportive and dynamic work environment
  • Ongoing training and professional development opportunities
  • The chance to make a real difference in people's lives through your work