Financial Services Specialist

2 weeks ago


Montreal, Quebec, Canada Manulife Full time
Company Overview

Manulife Financial Corporation is a leading international financial services group. We help individuals, groups, and institutions make informed decisions about their finances.

Salary and Benefits

The annual base salary for this role is $96,530.50 CAD in Montreal. Additionally, employees can participate in incentive programs and earn performance-based bonuses. Our comprehensive benefits package includes health, dental, vision, short-term disability, long-term disability, life insurance, and retirement savings plans.

Job Description

We are seeking a skilled Financial Services Specialist to join our team in Montreal. As an Investment Portfolio Coordinator, you will assist experienced Investment Counsellors in managing client relationships and portfolios. Your primary responsibilities will include:

  • Performing administrative tasks to support exceptional client service and team goals.
  • Liaising with custodians and other departments regarding client matters.
  • Completing account opening documentation and ensuring a smooth onboarding process.
  • Coordinating meetings with clients and preparing presentation materials.
  • Constructing custom reporting and portfolio strategies for quarterly reviews.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A university degree in Business or Economics.
  • At least 5 years of experience in the investment industry, preferably with high-net-worth clients.
  • Superior client relationship management skills.
  • Exceptional written and verbal communication skills in English and French.
  • Ability to communicate complex financial concepts to clients.
Benefits

In addition to a competitive salary and bonus structure, we offer a wide range of benefits, including:

  • Paid time off, including holidays, vacation, personal days, and sick leave.
  • Comprehensive health, dental, and vision coverage.
  • Short- and long-term disability insurance.
  • Life insurance and accidental death and dismemberment (AD&D) coverage.
  • Retirement savings plans, including a pension and global share ownership plan.


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