Bilingual Advisor Support Analyst

4 weeks ago


Alton, Canada Manulife Full time

Advisor Support team is looking for an Advisor Support Analyst to join our team. As a member of our team within the Manulife Wealth organization you will be working closely with the advisors and their support staff to resolve service-related escalations and assist in process related inquiries. Working with Account Managers and partners across Operations, you will provide a consistent, and powerful client and advisor experience.If you enjoy working in a fast paced, changing environment where every day brings something new, you may be the candidate we are looking forPosition Responsibilities:Act as the main contact for resolving service-related escalations, by thoroughly investigating advisor inquiries (written and verbal)Support Advisor inquiries within the expected turnaround times, engaging with internal teams and/or with Fidelity Clearing Canada as the carrying broker, as neededProvide outstanding customer experience, accurately and professionallyEffectively use multiple administrative systems to investigate escalationsAnalyze complex issues to find appropriate resolution while mitigating risk to the companyAbility to review and interpret more complex scenarios, reviewing policies and procedures and effectively communicating these for an improved understandingWork well with internal and external partners throughout investigation and recommended resolutionSupport, develop and maintain strong collaboration with business unitsAbility to manage conflict, and to deal with differing opinions in a professional mannerIdentify/report business risks to the leadership team, including identify training opportunities and the utilization of our tools and methodologies to allow us to meet our established service level agreementsProfiling issues to business area, in a proactive approach to mitigate further escalations and riskWork with leaders on volume trend analysis, identifying trends and raising it to leaders to actionAbility to organize, prioritize and commit to deadlinesRaise any issues and administration incidents to leadershipProvide support to team through knowledge sharing and quality control measuresManaging time effectively within a high volume and fast paced work environmentAbility to travel, 10% of the timeRequired Qualifications:The customer service profession isn’t new to you. You’ve spent at least 3 years growing your knowledge, skills and experience in this line of work and you have a clear track record of success in delivering excellent service in a fast paced, professional environmentYou have top notch communication skills and can communicate complex ideas in a manner that can be easily understoodYou learn FAST. You pick up new ideas, concepts, technologies, and tools easilyYou have excellent knowledge of Manulife Wealth applications & communication toolsYou have an approachable style that just makes people want to work with you - and that helps build great relationships between other people and groupsYou demonstrate accountable behaviours – you take initiative, and show ownership in everything you doYou can adapt to change, and even embrace itYou successfully manage competing priorities like a championYou maintain your composure and best-self during challenging times or challenging interactionsYou’re comfortable driving solution progress forward – even when your team doesn’t have all the answers yet. Dealing with the unknown and uncertain is no big deal for youYou’re a capable and innovative problem-solver using sound judgement to make business decisions that drive results and solve customer problemsYou don’t like to stand by when you notice that there’s something that could work better for your team or Manulife. You want to improve things – and you do something about itYou know how to build successful relationships with your coworkers – whether they are sitting across the table from you - or across the country.You realize that the need to continue to learn and invest in your own development is a never-ending journeyBilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.Preferred Qualifications:Background in a financial services industryBackground in customer serviceUnderstanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)#LI-WAMAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.Referenced Salary LocationMontreal, QuebecWorking ArrangementHybridSalary range is expected to be between$58,275.00 CAD - $97,125.00 CADIf you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions. #J-18808-Ljbffr



  • Alton, Canada Manulife Full time

    A leading financial services provider in Southwestern Ontario is looking for an Advisor Support Analyst to support the Advisor Support team. You will resolve service-related escalations, provide outstanding customer experience, and work in a hybrid environment. The ideal candidate has at least 3 years in customer service, is bilingual in French and English,...


  • Alton, Canada Manulife Full time

    A leading financial services provider in Southwestern Ontario is seeking an Advisor Support Analyst to resolve service-related escalations and support advisors. The ideal candidate will have strong customer service experience and communication skills, along with the ability to thrive in a fast-paced environment. This position offers a hybrid work arrangement...


  • Alton, Canada Bilingual Source Full time

    Bilingual Customer Success and Training Specialist (French required) Introduction Are you fluent in French and passionate about education? Our client is looking for a calm, reliable, and collaborative Bilingual Customer Success and Training Specialist to support educators and districts across Canada. This role is ideal for someone who values structured work,...


  • Alton, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    A leading financial services provider in Southwestern Ontario seeks an Advisor Support Analyst to work with advisors and their support staff. This role involves resolving service-related issues, ensuring excellent client experience, and requires strong communication skills in both English and French. The ideal candidate has a background in customer service,...


  • Alton, Canada Bilingual Source Full time

    Bilingual Customer Success and Training Specialist (French required) Introduction Are you fluent in French and passionate about education? Our client is looking for a calm, reliable, and collaborative Bilingual Customer Success and Training Specialist to support educators and districts across Canada. This role is ideal for someone who values structured work,...


  • Alton, Canada FloSports, Inc. Full time

    A digital streaming service provider is seeking a bilingual Customer Support Representative in Southwestern Ontario to provide professional assistance via phone and email. Key responsibilities include troubleshooting technical issues and maintaining customer accounts. Candidates should have strong communication skills and flexibility with shift hours. The...


  • Alton, Canada Sun Life Full time

    Job Summary Join to apply for the Bilingual Underwriting Consultant role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders...

  • Advisor Support

    3 weeks ago


    Alton, Canada Gold Leaf Financial Group Inc. Full time

    A financial services company located in Northeastern Ontario is seeking an Associate Financial Advisor. The role involves supporting Advisors with client services, preparing reports, and maintaining compliance. Ideal candidates will have a Bachelor's degree in Finance or related fields, along with strong financial literacy and organizational skills. The...


  • Alton, Canada Equitable Full time

    A leading financial services company is seeking a Bilingual Group Administration Specialist to enhance client service for plan administrators and advisors. This hybrid role involves responsibilities such as updating plan information and providing support to members. Ideal candidates will be organized and detail-oriented, with French language skills. The...


  • Alton, Canada Sun Life Full time

    A leading financial services company in Ontario is seeking a Bilingual Underwriting Consultant. In this role, you will analyze applications for Life and Critical Illness Insurance products, ensuring effective communication with financial advisors. The ideal candidate is bilingual with at least 3 years of underwriting experience, analytical skills, and a...