Financial Advisor

Sunlife Canada-Philippines

August 2012 to Actually working here

Determine customers financial services needs and prepare proposals to sell services that address this needs.
Contact prospective customers to present information and explain available services.
Deliver personalized investment solutions to help clients work toward their long-term financial goals
Help clients to become more knowledgeable by providing research, advice and guidance regarding planning and portfolio management.

BACHELOR IN SCIENCE TOURISM HOTEL AND RESTAURANT MANAGEMENT

March 2006 to March 2011

Career Goals

Industries of interest

Areas of interest

Availability to travel and work outside the city

Yes

Interests and hobbies