Bilingual Investment Counsellor
4 weeks 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. Serving high net worth clients in French and English, the Associate Investment Counsellor will be their primary point of contact for all administrative matters pertaining to their accounts.
Main 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.
Experience and Qualifications
- 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.
Our Commitment to You
- Values-first culture.
- Boundless opportunity.
- Continuous innovation.
- Delivering the promise of Diversity, Equity and Inclusion.
- Championing Corporate Citizenship.
About Manulife and John Hancock
Manulife Financial Corporation 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 is an Equal Opportunity Employer
At Manulife/JohnHancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
Salary & Benefits
The annual base salary for this role is listed below.
Primary Location
Montreal, Quebec
Salary range is expected to be between
$81,450.00 CAD - $146,610.00 CAD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
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