Current jobs related to Investment Counsellor Associate - Montreal, Quebec - Company 116 - Manulife Investment Management Limited
-
Investment Counsellor Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Key ResponsibilitiesPerform various day-to-day administrative...
-
Investment Counsellor Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Key ResponsibilitiesPerform various day-to-day administrative...
-
Investment Counsellor Associate
2 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Main ResponsibilitiesPerform various day-to-day administrative...
-
Investment Counsellor Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Main ResponsibilitiesPerform various day-to-day administrative...
-
Investment Counsellor Associate
1 month ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Main ResponsibilitiesPerform various day-to-day administrative...
-
Investment Counsellor Associate
1 month ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe 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.Main ResponsibilitiesPerform various day-to-day administrative...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Main Responsibilities:Assist...
-
Bilingual Investment Counsellor
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our team, you will be responsible for assisting our Investment Counsellors in maintaining and growing existing client relationships, as well as participating in...
-
Bilingual Investment Counsellor
1 month ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our team, you will be responsible for assisting our Investment Counsellors in maintaining and growing existing client relationships, as well as participating in...
-
Bilingual Investment Counsellor
1 month ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our team, you will be responsible for assisting our Investment Counsellors in maintaining and growing existing client relationships, as well as participating in...
-
Bilingual Investment Counsellor
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob Title: Bilingual Associate Investment CounsellorWe are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our team, you will be responsible for assisting our Investment Counsellors in maintaining and growing existing client relationships, as well as participating in...
-
Bilingual Investment Counsellor
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionBilingual Associate Investment Counsellor (AIC), MontrealWe 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....
-
Bilingual Investment Counsellor
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionWe are seeking a highly professional individual to assist an Investment Counsellor in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. The Associate Investment Counsellor will be the primary point of contact for all...
-
Bilingual Investment Counsellor
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob SummaryWe are seeking a highly skilled and professional Bilingual Associate Investment Counsellor to join our team in Montreal. As a key member of our Investment Counselling team, you will be responsible for assisting an Investment Counsellor in maintaining and growing existing client relationships, as well as participating in initiatives aimed at...
-
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...
Investment Counsellor Associate
2 months ago
We are seeking a highly professional individual to assist an Investment Counsellor in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.
Key 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.
- 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.
- Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including instructions for contributions, withdrawals or transfers, requests for statement or portfolio reports, tax related questions, request for new account openings, and general questions about the firm and our services.
- Obtain ongoing account documentation from clients and maintain up-to-date 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.
- University degree, preferably in Business or Economics.
- Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.
- 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.
- Values-first culture
- Boundless opportunity
- Continuous innovation
- Delivering the promise of Diversity, Equity and Inclusion
- Championing Corporate Citizenship
The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
