Financial Advisor

Sun Life of Canada Philippines (Wren Unit)

₱60-100K[月薪]
远程办公5 - 10 年經驗本科兼職
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遠程工作詳情

工作開放國家全球

語言要求英語

職位描述

福利待遇

  • 員工表彰與獎勵

    工作中不涉及政治, 績效獎金

  • 健康保險

    健康保險, 家庭/家屬健康保險, 人壽保險

  • 額外福利

    401k 退休儲蓄

  • 職業發展

    職涯發展, 繼續教育

  • 休假和請假

    有薪休假

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Description

  • Provide financial planning and investment advice to clients.
  • Analyze clients' financial status and identify areas for improvement.
  • Develop customized financial plans aligned with clients' goals.
  • Monitor and review clients' investment portfolios regularly.
  • Stay up-to-date with industry trends and regulatory changes.

Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
  • Experience Level: 5–8 years of experience in financial advisory or related field
  • Skills and Competencies: Strong analytical skills and attention to detail
  • Skills and Competencies: Excellent communication and interpersonal skills
  • Qualities and Traits: High ethical standards and professionalism
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ANUPOL DIANA

UNIT MANAGERSun Life of Canada Philippines (Wren Unit)

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發布於 19 March 2026

Sun Life of Canada Philippines (Wren Unit)

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超過 1000 人

保險

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Sun Life Financial Advisor

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