Financial Advisor

Company Description Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation, supporting clients around the world in building more secure financial futures. With more than 700 investment professionals across 20 geographies, the organization offers capabilities in both public and private markets and creates tailored solutions for institutions and individuals. The business includes Manulife Investment Management, Timber and Agriculture, Manulife Investments, and Manulife Group Retirement, providing diversified investment solutions and retirement services. Across all segments, Manulife Wealth & Asset Management emphasizes responsible investing, strong support for advisors, and a client-focused approach where success is measured by client outcomes.

Role Description The Financial Advisor will provide comprehensive financial guidance to clients in Metro Manila, helping them develop strategies for investments, retirement planning, and overall financial well-being. Day-to-day responsibilities include meeting with clients to assess their financial goals and risk tolerance, preparing and presenting financial plans, recommending suitable investment and retirement products, and monitoring portfolio performance. The role involves conducting market and product research, maintaining accurate client documentation, and ensuring compliance with regulatory and company standards. The advisor will collaborate with internal teams to stay informed about new offerings and best practices, and will engage in ongoing client communication to adjust strategies as needs change. This is a part-time, hybrid role based in Metro Manila, with a mix of on-site client meetings and office work, and some work-from-home flexibility.

Qualifications

• Strong foundation in Finance and Investments, with the ability to analyze financial markets and investment products.
• Demonstrated experience in Financial Planning and Retirement Planning, including building and explaining holistic financial plans.
• Proven capability in Financial Advisory, providing client-centric recommendations and maintaining long-term advisory relationships.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
• High ethical standards, attention to detail, and commitment to regulatory compliance and fiduciary responsibility.
• Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA, or local equivalent) are an asset.
• Comfort with hybrid work arrangements, time management skills, and the ability to work independently and as part of a team.
• Previous experience in wealth management, asset management, banking, or insurance is beneficial.