Bilingual Associate Investment Counsellor
1 month ago
**Bilingual Associate Investment Counsellor (AIC), Montreal
**We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts.
Bilingual Associate Investment Counsellor AIC, Montreal
Manulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business.
As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities.
**Main responsibilities**
- Perform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.
- Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.
- Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.
- Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.
- Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.
- Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.
Instructions for contributions, withdrawals or transfers
Requests for statement or portfolio reports
Tax related questions
Request for new account openings
General questions about the firm and our services. All responses should emphasize effective and proactive client service support.
- Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence.
- **Experience and Qualifications**
- University degree, preferably in Business or Economics.
- Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.
- Minimum of 5 years of professional experience within the investment industry.
- Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.
- Superior client relationship management skills.
- Exceptional written and verbal communication skills (English and French).
- Ability to communicate with clients about investment, economic, financial and taxation issues.
- Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.
- Strong focus on high-net-worth client service excellence.
- Excellent organization, multitasking and priority management skills.
- Resourcefulness, problem-solving skills, and ability to work autonomously.
- High attention to detail.
- Team spi
-
Bilingual Associate Investment Counsellor
5 months ago
Montréal, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Associate Investment Counsellor
5 months ago
Montréal, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
-
Bilingual Career Counsellor
5 months ago
Montréal, Canada LifeWorks Full timeTELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...
-
Bilingual Career Counsellor
5 months ago
Montréal, Canada LifeWorks Full timeTELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...
-
Bilingual Career Counsellor
6 months ago
Montréal, Canada LifeWorks Full timeTELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...
-
Bilingual Associate, Investment Counsel Support
5 months ago
Montréal, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Investment Associate
2 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...
-
Investment Counsellor, Private Wealth
6 months ago
Montréal, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
-
Associate Investment Counsellor
3 weeks ago
Montréal, QC, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans. Other duties include: - Support the achievement of business development, revenue, referral, retention and...
-
Bilingual Investment
3 months ago
Montréal, QC, Canada Canada Life Assurance Company Full timeBilingual Investment & Retirement Specialist **Description: - Permanent Full Time- We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life.- **What you will do**: - Provide personalized retirement and...
-
Associate Partner, Investment Consulting
2 weeks ago
Montréal, QC, Canada Aon Hewitt Full timeAssociate Partner, Investment Consulting Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants...
-
Associate Partner, Investment Consulting
4 weeks ago
Montréal, QC, Canada Aon Hewitt Full timeAssociate Partner, Investment Consulting Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants...
-
Day Camp Counsellor
5 months ago
Montréal, Canada Supercamp @ Vanier College Full time**Supercamp **is a non-profit day camp located in Ville St. Laurent. We welcome about 300 campers and leaders each week, allowing them the opportunity to try new things, discover new passions and develop new skills. Come and join our staff of more than 50 counsellors and specialists! **Main duties as a Camp Counsellor** Animate groups of children and ensure...
-
Investment Associate
5 months ago
Montréal, Canada Valsoft HQ (EN) Full timeThe Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...
-
Investment Associate
5 months ago
Montréal, Canada Valsoft HQ (EN) Full timeThe Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...
-
Montréal, QC, Canada The Canada Life Assurance Company Full timePermanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. What you will do: - Provide personalized retirement and investment guidance to group plan members specific to their portfolio...
-
Investment Associate
3 weeks ago
montréal, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio manag
-
Counsellor, Employment
5 months ago
Montréal, Canada Carrefour jeunesse-emploi Hochelaga-Maisonneuve Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years - Counsellor education/school counselling and guidance services - Human resources management/personnel administration, general **Screening questions**: - Are you currently legally able to work in Canada? - Do you have previous experience in this field of employment? - Do you have the...
-
Bilingual Wealth Associate
2 months ago
Montréal, QC, Canada Sun Life Full timeYou 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 will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Associate, Investments
1 month ago
Montréal, QC, Canada Diagram Ventures Full time**Who we are**: Diagram is a venture builder and early-stage investor in Fintech, Web3, AI, and ClimateTech. We've designed a unique platform for entrepreneurs who have a proven track-record and domain expertise to start their next business by combining access to venture capital investment, hands-on support, and access to a vast network of partners. Since...