Investment Counsel Support Associate
1 week ago
We 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 Responsibilities- Collaborate with Investment Counselors to deliver personalized client service and support the development of investment strategies.
- Work directly with clients to complete necessary documentation and ensure compliance with regulatory requirements.
- Provide administrative support for client accounts, including responding to client queries, 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.
- 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 such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills and ability to teach us ways to improve our processes.
- Superior client relationship management skills.
- Ability to communicate in English and French (verbal and written) required.
- A competitive salary and benefits package.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and work-life balance.
- Professional development and leadership opportunities.
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.
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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 at Manulife Investment Management Limited. As a key member of our investment counsel support team, you will play a critical role in providing exceptional support to our investment counselors and clients.Key ResponsibilitiesCollaborate...
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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 at Manulife Investment Management Limited. As a key member of our investment counsel support team, you will play a critical role in providing exceptional support to our investment counselors and clients.Key ResponsibilitiesCollaborate...
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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 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...
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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 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...
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Investment Counsel Support Associate
2 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 high net-worth clients. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of...
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Investment Counsel Support Associate
2 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 high net-worth clients. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of...
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Investment Counsel Support Associate
2 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 the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesEnsure client experience meets high standardsSupport Investment Counsel teamContribute to a broad range of...
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Investment Counsel Support Associate
2 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 the client experience delivered by Manulife Private Wealth meets the high standard of our business.Key ResponsibilitiesEnsure client experience meets high standardsSupport Investment Counsel teamContribute to a broad range of...
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Investment Counsel Support Associate
4 days 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 requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership...
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Investment Counsel Support Associate
4 days 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 requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership...
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Bilingual Associate Investment Counsel Support
3 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 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...
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Bilingual Associate Investment Counsel Support
3 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 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...
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Bilingual Associate Investment Counsel Support
3 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 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...
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Bilingual Associate Investment Counsel Support
3 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 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...
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Bilingual Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Bilingual Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Bilingual Associate Investment Counsel Support
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 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...
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Investment Counsel Support Professional
3 weeks ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for 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.Key Responsibilities:Support Investment Counsels in delivering exceptional 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 meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment CounselsAssist with 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 meets the high standards of our business.Key ResponsibilitiesProvide exceptional client service and support to Investment CounselsAssist with client...
