Investment Counsel Support Associate

2 months ago


Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time
About the Role

We 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 Responsibilities
  • Collaborate with Investment Counselors to deliver personalized client service and support the development of investment strategies.
  • Work directly with clients to complete necessary documentation and ensure compliance with regulatory requirements.
  • Provide administrative support for client accounts, including responding to client queries, setting up new accounts, and processing 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 data integrity checks for quality control.
Requirements
  • 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 license such as CFA, CFP preferred.
  • Successful completion of CSC preferred.
  • Solid computer skills and ability to teach us ways to improve our processes.
  • Superior client relationship management skills.
  • Ability to communicate in English and French (verbal and written) required.
What We Offer
  • A competitive salary and benefits package.
  • 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 work-life balance.
  • Professional development and leadership opportunities.
About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.



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