Job

Support Associate, Investment Counsel (Bilingual)

Posted 02 May 2024

Support Associate, Investment Counsel (Bilingual) at Manulife

Wealth Management Full-time Montreal

Experience: Mid-Level
Education Required: 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
Salary Range: $70,000 - $85,000

Close date: 29 May 2024

Apply now

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change

Position Description

The 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 assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients.

Success in 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.

The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients.

Duties and Responsibilities:

  • Collaborating 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.

Qualifications:

  • 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.

What can we offer you?

  • A competitive salary and benefits packages.
  • 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.

Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity!
  • We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all partners and has a positive social and environmental impact

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Required Skill / Experience

  • 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.

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