Bilingual Associate Investment Counsellor

3 weeks ago

Montréal QC, Canada Manulife Full time

**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

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