Financial Advisor
Sun Life of Canada Philippines (Wren Unit)
Remote Details
Open Country：Worldwide
Language Requirements：English
Job Description
Benefits
Employee Recognition and Rewards
No Politics at Work, Performance Bonus
Insurance Health & Wellness
Health Insurance, Family/Dependent Health, Life Insurance
Perks Benefits
401k Matching/Retirement Savings
Professional Development
Career Development, Continuing Education
Time Off & Leave
Paid Time Off
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
DIANA ANUPOL
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Active within three days
Posted on 19 March 2026
Explore similar jobs
View more similar jobsFinancial Advisor
Ignite Global Summit₱30-50K[Monthly]
Remote3-5 Yrs ExpBachelorFull-time
Linsangan ChristineHR Manager
Financial Advisor/Consultant
PRU LIFE UK Team Michael＄20-30K[Monthly]
RemoteFresh Graduate/StudentBachelorPart-time
Michael TolentinoHR Manager
Financial AdvisorUrgent
Pru life UK - Raging Titans₱10-20K[Monthly]
RemoteNo Exp RequiredBachelorContract
Haries ValmeoUnit Manager
Financial Advisor/Insurance Advisor
Manulife Philippines₱70-140K[Monthly]
Remote1-3 Yrs ExpBachelorContract
Katherine QuozonRecruiter
Insurance Specialist
Remote Raven＄45-55K[Monthly]
Remote1-3 Yrs ExpBachelorFull-time
Charlotte PestanoOwner
Sun Life of Canada Philippines (Wren Unit)
Other
>1000 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
Bossjob Safety Reminder
If your job position involves working overseas, please stay vigilant and keep all communication within the Bossjob platform to avoid potential scams.
Your safety is our priority. Be cautious if an employer has any of the following behaviors, and report them immediately through the platform.
- Requests your ID or personal documents unnecessarily
- Asks for money, deposits, guarantees, or property during the hiring process
- Pressures you to invest or raise funds
- Collects illicit benefits. Engages in any other illegal or suspicious activity
- Redirects you outside the platform to other websites or group chats not related to the company or role you’re applying for
