Bilingual Associate Investment Counsel Support
4 days ago
The Bilingual Associate Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a member of this team, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.
Key Responsibilities:- Collaborate with Investment Counselors to deliver personalized client service and support.
- Work directly with clients to complete necessary documentation and ensure regulatory compliance.
- Administer client accounts, respond to client queries, and process transactions.
- Liaise with custodians and third parties to execute client requests in a timely manner.
- Assist with client performance and tax reporting.
- Maintain client data and perform quality control checks.
- Provide backup support to other team members as needed.
- High-net-worth clients service experience and familiarity with the wealth management industry.
- Post-secondary education or relevant experience (minimum of 2 years).
- CIM designation or other industry licenses such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills and ability to teach efficient use of programs.
- Superior client relationship management skills.
- Ability to communicate in English and French (verbal and written) required.
- Competitive salary and benefits packages.
- Growth trajectory with opportunities to learn and grow.
- Flexible work policies and work-life balance.
- Professional development and leadership opportunities.
- Values-first culture.
- Boundless opportunity for growth and development.
- Continuous innovation and improvement.
- Delivering the promise of Diversity, Equity and Inclusion.
- Championing Corporate Citizenship.
The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team at Manulife Investment Management Limited. As a key member of our investment counsel support team, you will play a critical role in providing exceptional support to our investment counselors and clients.Key ResponsibilitiesCollaborate...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team at Manulife Investment Management Limited. As a key member of our investment counsel support team, you will play a critical role in providing exceptional support to our investment counselors and clients.Key ResponsibilitiesCollaborate...
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Bilingual Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Bilingual Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Investment Counsel Support Associate
1 week ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesCollaborate with Investment Counselors to...
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Investment Counsel Support Associate
1 week ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesCollaborate with Investment Counselors to...
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Bilingual Associate Investment Counsel Support
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Bilingual Associate Investment Counsel Support
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Manulife Financial Corporation Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife Private Wealth, based in Montreal. This role is responsible for ensuring that the client experience meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment CounselsAssist with client...
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Montreal, Quebec, Canada Manulife Financial Corporation Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife Private Wealth, based in Montreal. This role is responsible for ensuring that the client experience meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment CounselsAssist with client...
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Bilingual Associate Investment Counsel Support
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Bilingual Associate Investment Counsel Support
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeJob SummaryThe Bilingual Associate Investment Counsel Support role is based in Montreal and is a key position in ensuring the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesEnsure client experience meets high standardsSupport Investment Counsel teamContribute to a broad range of...
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Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeJob SummaryThe Bilingual Associate Investment Counsel Support role is based in Montreal and is a key position in ensuring the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesEnsure client experience meets high standardsSupport Investment Counsel teamContribute to a broad range of...
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Bilingual Associate Investment Counsel Support
4 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Bilingual Associate, Investment Counsel Support
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a member of this team, you will play a critical role in delivering exceptional client service and support to high-net-worth clients.Key Responsibilities:Collaborate with Investment Counselors to provide personalized client...
-
Bilingual Associate, Investment Counsel Support
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a member of this team, you will play a critical role in delivering exceptional client service and support to high-net-worth clients.Key Responsibilities:Collaborate with Investment Counselors to provide personalized client...
-
Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of...
