Manager, Wealth Initiatives

3 weeks ago

Montréal, Canada Manulife Full time

We 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 meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**Responsibilities**:

- Coordinate and support the implementation of Canadian Operations projects and Initiatives up to and including post implementation support.
- Ensure operational improvement projects are thoroughly detailed and enforce to standard processes
- Identify operational or other business risks associated with initiative implementation and communicate them to leadership
- Maintain good relationships with both internal and external business partners and collaborators
- Bring forth knowledge and expertise and ensure to communicate risks and impacts to the company operations and downstream
- Ensure all fund system setups are aligned to the project requirements
- Analyze, research and troubleshoot issues ranging from reconciliation breaks to client requests and changes
- Coordinate project related tasks and activities with internal and external teams
- Interact with partners to understand scope, requirement, and impact of requests
- Liaise and communicate project requirements to custodian and valuation agent
- Create impact assessments, raise risks and suggest mitigations where applicable
- Review operating models and create appropriate workflows
- Evaluate and make recommendations on implementation
- Develop tools, practices and controls that increase operational efficiency and quality of information
- Monitor activities and ensure compliance with established policies, standards and procedures

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.

**What we are looking for**
- Self-starter with excellent communication skills
- Excellent interpersonal skills
- Attention to detail
- 7+ years in the financial industry with proven experience
- University degree preferably in accounting or finance CPA or CFA an asset
- Experience and knowledge in fund accounting and back-office Operations
- Good understanding of the financial services industry, investment funds, insurance funds and investment securities products
- Ability to work on multiple projects in a fast-paced environment

Nice to have:
**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.

**Our dedication to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all partners and has a positive social and environmental impact.

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

The annual base salary for this

  • Wealth Management Advisor

    3 weeks ago

    Montréal, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial ...

  • Wealth Associate

    3 weeks ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Manager, Branch Administrator

    3 weeks ago

    Montréal, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Marketing Account Manager

    3 weeks ago

    Montréal, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Montréal, QC **Department**: Marketing **Reporting To**: Manager, Advisor Marketing **Job Id**: MKT - 036 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: Based in the Montreal office, and supporting advisor teams in French and English, both locally, and throughout...

  • Senior Analyst in Wealth Management

    4 weeks ago

    Montréal, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...

  • Senior Analyst in Wealth Management

    4 weeks ago

    Montréal, Canada National Bank Full time

    National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...

  • Portfolio Manager

    3 weeks ago

    Montréal, Canada T.I.P. Wealth Manager Inc. Full time

    **ROLE: Portfolio Manager** Location: Montreal (hybrid) Duration: 12 months to permanent Compensation: Competitive **SUMMARY OF DAY TO DAY RESPONSIBILITIES**: - Work with experienced portfolio managers to manage investment portfolios - Conduct securities research and analysis, select suitable securities and structure portfolios according to investment...

  • Wealth Management Assistant

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Wealth Management Associate

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Trois-Rivières, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

  • Wealth Management Assistant

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Assistant Wealth Management

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Wealth Management Associate

    3 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Jérôme, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

  • Scotiamcleod - Wealth Management Internship/co-op

    2 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 185319 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod - Wealth Management Internship/co-op

    5 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 193035 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod - Wealth Management Internship/co-op

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 200679 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod - Wealth Management Internship/co-op

    1 day ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 185319 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Wealth Management Associate

    2 weeks ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Associate - Wealth Management

    4 weeks ago

    Montréal, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Associate Wealth Advisor

    2 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Asset Manager IT CRM Wealth Management

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: - Are you an experienced manager with a broad vision who knows how to coach your team? - Do you want to work in a dynamic and stimulating environment? - Do you enjoy working in project mode and managing key suppliers? National Bank is...