Financial Advisor

Company Description Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia, and primarily as John Hancock in the United States. The company delivers financial advice, insurance, health solutions, wealth and asset management, and retirement plan services to individuals, groups, institutions, and retirement plan members worldwide. With more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, Manulife serves over 37 million customers in 25 markets globally. Manulife trades as “MFC” on the Toronto, New York, and Philippine stock exchanges, and under “945” on the Hong Kong stock exchange. Additional information about the company, its solutions, and global presence is available at manulife.com.

Role Description This is a full-time Financial Advisor role based in Dumaguete with a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility. The Financial Advisor will provide comprehensive financial guidance to individuals and families, including assessing financial needs, developing tailored financial plans, and recommending appropriate insurance and investment solutions. Day-to-day responsibilities include meeting with clients, analyzing their current financial situation, presenting suitable products and strategies, and regularly reviewing and adjusting plans to align with changing goals and market conditions. The role also involves educating clients on retirement planning, risk management, and wealth accumulation, as well as maintaining accurate records, complying with regulatory requirements, and collaborating with internal teams and distribution partners. Advisors are expected to build and sustain a portfolio of clients through professional networking, referrals, and participation in community and company-sponsored events.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs, design comprehensive strategies, and provide responsible recommendations.
• Solid understanding of Finance and Investments to interpret market trends, explain financial products, and support long-term wealth-building goals.
• Knowledge of Retirement Planning to help clients prepare for retirement income, manage risk, and align savings with future lifestyle objectives.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
• High level of integrity, professionalism, and adherence to ethical and regulatory standards in all client interactions.
• Proven client relationship management skills and a customer-centric mindset focused on long-term partnerships.
• Ability to work effectively in a hybrid environment, manage time independently, and meet performance and compliance targets.
• Relevant bachelor’s degree in finance, business, economics, or a related field preferred; professional certifications (e.g., CFP or equivalent) are an advantage.