Investment Counsel Support Associate
2 months ago
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.
- 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.
- 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.
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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Investment Counsel Support Associate
4 weeks 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 Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Counsel Support Associate
4 weeks 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 Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Counsel Support Associate
3 weeks 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 Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Counsel Support Associate
3 weeks 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 Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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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 role is a key position within our Investment Management team, responsible for providing administrative and sales support to our high net-worth clients. As a member of our team, you will work closely with Investment Counsellors to deliver exceptional client service, ensuring that our clients...
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Investment Counsel Support Associate
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 MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...
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Investment Counsel Support Associate
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 MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...
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Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Investment Counsel Support Associate will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients at Manulife Private Wealth. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full...
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Bilingual Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeThe role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Bilingual Associate Investment Counsel Support will be responsible for a variety of tasks, including:Providing exceptional client...
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Bilingual Associate Investment Counsel Support
4 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 that the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment Counsel teamsEnsure seamless communication with...
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Bilingual Associate Investment Counsel Support
4 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 that the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment Counsel teamsEnsure seamless communication with...
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Bilingual Associate Investment Counsel Support
4 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 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...
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Bilingual Associate Investment Counsel Support
4 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 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...
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Bilingual Associate Investment Counsel Support
4 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...
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Bilingual Associate Investment Counsel Support
4 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...
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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 delivered by our team meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment Counsel...
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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 delivered by our team meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment Counsel...
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Bilingual Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Investment Counsel Support AssociateAbout the Role:The Bilingual Investment Counsel Support Associate will be responsible for assisting Investment Counsellors in providing administration and sales support to Manulife Private Wealth's high net worth clients. This role is based in Montreal and requires excellent communication and...
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Bilingual Associate, Investment Counsel Support
2 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAbout the Role:The Bilingual Associate, Investment Counsel Support is a key member of our team, responsible for providing exceptional support to our Investment Counsellors in delivering high-quality client service. This role requires excellent communication and organizational skills, as well as the ability to work effectively in a fast-paced environment.Key...
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Bilingual Associate Investment Counsel Support
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionThe Bilingual Associate Investment Counsel Support role is a key position within Manulife Private Wealth, responsible for delivering exceptional client service and administrative support to Investment Counsellors. This role requires excellent communication and organizational skills, attention to detail, and the ability to work effectively in a...