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Investment Counsel Support Associate
1 month 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 month 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
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 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
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
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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
1 week 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
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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
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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
1 month 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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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...
Investment Counsel Support Associate
2 months ago
The 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 teamwork with individuals internal and external to the organization.
Key Responsibilities- Collaborate with Investment Counselors to deliver a high level of personalized client service.
- Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
- Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.
- Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
- Assist with client performance and tax reporting.
- Maintaining client data and performing data integrity checks for quality control.
- Provide back-up support to other team members as necessary.
- High Net Worth clients service experience – familiarity with the wealth management industry.
- Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.
- CIM designation or other industry license such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills – with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.
- Superior client relationship management skills.
- A desire to learn and grow.
- Ability to communicate in English and French (verbal and written) required.
Manulife Investment Management Limited 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 Investment Management Limited is an Equal Opportunity Employer.
