Financial Planning Consultant

A Financial Planning Consultant at AIA Philippines will play a vital role in engaging customers through meaningful dialogue to provide the right solutions and plans. This part-time or full-time hybrid role involves tasks such as insurance sales, communication with clients, and providing excellent customer service.As part of the AIA Philippines and Medicard...

Be among the first 25 applicantsDirect message the job poster from FWD InsuranceResponsibilities:Offering of FWD's Traditional and Variable products to clients of the partnered bank.Responsible for overall delivery of sales performance and acquisition of new business.Retention of quality business for the assigned branch and area.Skills & Experience...

Company OverviewToyota Financial Services Philippines offers a comprehensive range of financial services to meet the needs of our customers.Job ResponsibilitiesThis role involves conducting research, analyzing business trends, and preparing reports to support strategic decision-making.You will assist in developing corporate plans, supporting the facilitation...

About the Job:We are seeking a highly skilled Financial Planning Specialist to join our team at Manulife Financial Corporation. As a key member of our financial services provider, you will play a crucial role in delivering comprehensive financial analysis and commentary to management.As a Financial Planning Specialist, you will be responsible for preparing...

About the Role:This is an exciting opportunity for a skilled Financial Analyst to join our team at Manulife Financial Corporation. As a key member of our financial services provider, you will play a crucial role in delivering comprehensive financial analysis and commentary to management.As a Senior Financial Consultant, you will be responsible for...

Eastern Summit Life Insurance Agency, Inc.Job DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Employee Recognition Program, IncentivesInsurance Health & WellnessAnnual Company TripProfessional DevelopmentBereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick LeaveWork-Life BalanceFlexible Hours, Work...

6 days ago Be among the first 25 applicantsManulife Financial Corporation is a global financial services provider with headquarters in Toronto, Canada. Operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States, we offer financial advice and insurance solutions. Through Manulife Investment Management, we serve...

Job OverviewPru Life UK - Team Rhod is seeking a highly skilled Financial Consultant to join our team. This role involves assessing clients' financial needs, goals, and risk tolerance.The ideal candidate will have excellent communication skills, be able to develop customized financial plans, and provide ongoing support to clients.

About the RoleAs a Finance Manager at Go-Get Data Consultancy, you will play a key role in driving business growth through effective financial management and planning. Your primary responsibility will be to manage the financial performance of new businesses, including tracking and analyzing financial data, providing recommendations to improve financial...

Job Summary: We are seeking a highly skilled Strategic Planning Analyst to join our team at Toyota Financial Services. This role involves conducting research and analyzing business trends to inform planning decisions.Key Responsibilities:Conduct market research and analyze data to identify key trends and opportunities.Develop and implement strategic plans to...

Company OverviewAt Manulife Financial, we strive to attract, develop and retain a workforce that is as diverse as the customers we serve and foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and...

Job Description:We are seeking a highly skilled and detail-oriented Financial Data Specialist to join our Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis – Retail team. As a key member of our team, you will be responsible for providing accurate, timely, and relevant financial data production, reporting, analysis, planning,...

Hybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social EventsProfessional DevelopmentCareer DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk...

Manulife Financial Corporation is a leading international financial services provider, helping people make informed decisions about their financial future.The Senior Risk & Control Analyst (L6) will play a key role in the effective management of Operational Risks. This position supports the Risk team in the implementation and execution of an effective risk...

- The role involves conducting research, analyzing business trends, preparing reports, and facilitating planning sessions to align the organization's objectives with its long-term goals.- Assist Planning Unit Head in drafting corporate plans and directions.- Supports facilitation of annual Strategic Planning activities.- Ensures regular departmental KPI...

JOB SUMMARYThe Financial Planning and Analysis (FP&A) Manager will play a critical role in supporting the financial health and growth of the company by overseeing all aspects of budgeting, forecasting, and financial analysis. This position is responsible for driving business performance by providing actionable insights based on financial data, ensuring the...

Key ResponsibilitiesAs a Part-time Financial Consultant with Wolf Summit Life Insurance Agency, your key responsibilities will include:• Client Financial Assessment & Planning: Identify client financial goals and provide customized insurance and investment solutions.• Sales & Business Development: Promote and sell life insurance, health protection, and...

About the RoleWe are seeking an experienced Planning and Delivery Consultant to join our team and provide expert advice on planning and delivery strategies. This is an exciting opportunity to work with a talented team and contribute to the success of our organization.Key ResponsibilitiesDevelop and maintain exceptional safety, quality, cost, programme,...

Job Requirements:We are seeking a highly motivated and results-driven Part-time Financial Advisor to join our team at Wolf Summit Life Insurance Agency - Pru Life UK. As a key member of our sales force, you will be responsible for promoting and selling life insurance, health protection, and investment-linked plans to clients.About the Position:This part-time...

Hybrid - Makati No Exp Required Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, Incentives, Quarterly GiftsInsurance Health & WellnessOthersOffice Parties, Annual Company Trip, Retirement PlanProfessional DevelopmentBirthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation LeaveWork-Life...