Bilingual Associate, Investment Counsel Support

4 weeks ago

Montreal, Quebec, Canada Société Financière Manuvie Full time

About 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 Responsibilities:

  • Collaborate with Investment Counsellors to deliver personalized client service
  • Work directly with clients to complete necessary documentation and ensure compliance with regulatory requirements
  • Provide administrative support, including responding to client queries and requests, 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 (CFA, CFP, etc.) preferred
  • Successful completion of CSC preferred
  • Solid computer skills and ability to teach new ways to use existing programs
  • Superior client relationship management skills
  • Ability to communicate in English and French (verbal and written)

What We Offer:

  • Competitive salary and benefits package
  • Growth trajectory with opportunities to learn and grow
  • Flexible work policies and work-life balance
  • Professional development and leadership opportunities

About Manulife:

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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.

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